IMG Wealth Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.28M Buy
196,254
+3,650
+2% +$121K 3.5% 9
2026
Q1
$6.15M Sell
192,604
-2,991
-2% -$95.9K 3.92% 6
2025
Q4
$5.92M Buy
195,595
+25,063
+15% +$741K 3.76% 6
2025
Q3
$4.9M Buy
170,532
+30,586
+22% +$876K 3.32% 12
2025
Q2
$3.85M Buy
139,946
+139,111
+16,660% +$3.56M 2.99% 12
2025
Q1
$20.2K Sell
835
-93
-10% -$2.17K 0.02% 195
2024
Q4
$20.6K Buy
+928
New +$21.7K 0.02% 176

Other funds holding FGD

IMG Wealth Management's FGD Position: Q2 2026 in Review

IMG Wealth Management increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 1.9% in Q2 2026, buying an estimated $121K and bringing the position to 196,254 shares worth $6.28M. The position accounts for 3.5% of the portfolio, ranked #9.

IMG Wealth Management first reported a position in FGD in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

  • IMG Wealth Management held 196,254 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $6.28M as of Q2 2026.
  • IMG Wealth Management bought 3,650 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $121K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 3.5% of IMG Wealth Management's portfolio in Q2 2026, its #9 holding.
  • IMG Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.