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

Independent Financial Group’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
2025
Q3 		– Sell
-7,712
Closed -$212K – 1384
2025
Q2 		$212K Buy
+7,712
New +$197K 0.01% 1198

Other funds holding FGD

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Independent Financial Group's FGD Position: Q3 2025 in Review

Independent Financial Group sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2025, closing a stake of 7,712 shares — an estimated $212K sold.

Independent Financial Group first reported a position in FGD in Q2 2025 and held it in 1 quarter. The position peaked at $212K in Q2 2025. 160 funds tracked by Wall St. Rank hold FGD as of Q3 2025.

  • Independent Financial Group reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 7,712 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2025, an estimated $212K.
  • Independent Financial Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2025 and held it in 1 quarter.
  • Independent Financial Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $212K in Q2 2025.
  • 160 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.