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 Q2	–	Sell	-85,816	Closed	-$2.74M	–	1224
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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026, closing a stake of 85,816 shares — an estimated $2.74M sold.

Independent Advisor Alliance first reported a position in FGD in Q1 2021 and held it in 2 quarters. The position peaked at $2.74M in Q1 2026. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Independent Advisor Alliance reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 85,816 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $2.74M.
Independent Advisor Alliance first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2021 and held it in 2 quarters.
Independent Advisor Alliance's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $2.74M in Q1 2026.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.