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 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 $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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: Q1 2026 in Review

Kingdom Financial Group reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 33% in Q1 2026, selling an estimated $108K and leaving 6,788 shares worth $217K. 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 3 quarters since. The position peaked at $308K in Q4 2025. 191 funds tracked by Wall St. Rank hold FGD as of Q1 2026.

Kingdom Financial Group held 6,788 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $217K as of Q1 2026.
Kingdom Financial Group sold 3,376 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2026, an estimated $108K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.06% of Kingdom Financial Group's portfolio in Q1 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 3 quarters since.
Kingdom Financial Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $308K in Q4 2025.
191 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.