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

Institute for Wealth Management’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	$187K	Buy	+5,855	New	+$195K	0.02%	535
2020 Q1	–	Sell	-460	Closed	-$11K	–	479
2019 Q4	$11K	Buy	+460	New	+$11K	﹤0.01%	596

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 $3.69B AUM 18.32% 1-Year Est. Return

Institute for Wealth Management's FGD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026: 5,855 shares worth $187K. The stake represents 0.02% of the portfolio and ranks #535 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in FGD as recently as Q4 2019.

Institute for Wealth Management first reported a position in FGD in Q4 2019 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Institute for Wealth Management held 5,855 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $187K as of Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund was a new Institute for Wealth Management position in Q2 2026.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #535 holding.
Institute for Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2019 and has held it in 2 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 Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.