Independent Advisor Alliance’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Independent Advisor Alliance’s Portfolio FGD Stock Details FGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.74M	Buy	+85,816	New	+$2.75M	0.03%	468
2021 Q2	–	Sell	-59,806	Closed	-$1.5M	–	629
2021 Q1	$1.5M	Buy	+59,806	New	+$1.43M	0.09%	183

Other funds holding FGD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Independent Advisor Alliance's FGD Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2026: 85,816 shares worth $2.74M. The stake represents 0.03% of the portfolio and ranks #468 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FGD as recently as Q1 2021.

Independent Advisor Alliance first reported a position in FGD in Q1 2021 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

Independent Advisor Alliance held 85,816 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $2.74M as of Q1 2026.
First Trust Dow Jones Global Select Dividend Index Fund was a new Independent Advisor Alliance position in Q1 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #468 holding.
Independent Advisor Alliance first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2021 and has held it in 2 quarters since.
191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.