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 Q3	$1.07M	Sell	32,375 -377	-1%	-$13K	0.39%	44
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Stonebridge Financial Planning Group Orlando, Florida $318M AUM 15.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

ForthRight Wealth Management Alpharetta, Georgia $421M AUM 11.99% 1-Year Est. Return

Key Capital Management's FGD Position: Q3 2026 in Review

Key Capital Management reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 1.2% in Q3 2026, selling an estimated $13K and leaving 32,375 shares worth $1.07M. The position accounts for 0.39% of the portfolio, ranked #44.

Key Capital Management first reported a position in FGD in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2025. 136 funds tracked by Wall St. Rank hold FGD as of Q3 2026.

Key Capital Management held 32,375 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.07M as of Q3 2026.
Key Capital Management sold 377 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2026, an estimated $13K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.39% of Key Capital Management's portfolio in Q3 2026, its #44 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 4 quarters since.
Key Capital Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.08M in Q4 2025.
136 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.