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

Key Capital 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	$1.05M	Buy	32,752 +3,451	+12%	+$115K	0.54%	32
2026 Q1	$936K	Sell	29,301 -6,298	-18%	-$202K	0.62%	26
2025 Q4	$1.08M	Buy	+35,599	New	+$1.05M	1.07%	22

Other funds holding FGD

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return

Key Capital Management's FGD Position: Q2 2026 in Review

Key Capital Management increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 12% in Q2 2026, buying an estimated $115K and bringing the position to 32,752 shares worth $1.05M. The position accounts for 0.54% of the portfolio, ranked #32.

Key Capital Management first reported a position in FGD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2025. 114 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Key Capital Management held 32,752 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.05M as of Q2 2026.
Key Capital Management bought 3,451 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $115K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.54% of Key Capital Management's portfolio in Q2 2026, its #32 holding.
Key Capital Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2025 and has held it in 3 quarters since.
Key Capital Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.08M in Q4 2025.
114 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.