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

Kingdom 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
2026 Q2	$219K	Buy	6,842 +54	+0.8%	+$1.79K	0.06%	144
2026 Q1	$217K	Sell	6,788 -3,376	-33%	-$108K	0.06%	144
2025 Q4	$308K	Buy	+10,164	New	+$301K	0.1%	107
2024 Q2	–	Sell	-9,003	Closed	-$205K	–	55
2024 Q1	$205K	Buy	+9,003	New	+$199K	0.14%	59

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

Kingdom Financial Group's FGD Position: Q2 2026 in Review

Kingdom Financial Group increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 0.8% in Q2 2026, buying an estimated $1.79K and bringing the position to 6,842 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #144.

Kingdom Financial Group first reported a position in FGD in Q1 2024 and has held it in 4 quarters since. The position peaked at $308K in Q4 2025. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Kingdom Financial Group held 6,842 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $219K as of Q2 2026.
Kingdom Financial Group bought 54 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $1.79K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.06% of Kingdom Financial Group's portfolio in Q2 2026, its #144 holding.
Kingdom Financial Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2024 and has held it in 4 quarters since.
Kingdom Financial Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $308K in Q4 2025.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.