KIG
FGD icon

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

Kowal Investment 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
2024
Q3 		$335K Buy
13,775
+156
+1% +$3.66K 0.06% 149
2024
Q2 		$304K Buy
13,619
+255
+2% +$5.84K 0.06% 138
2024
Q1 		$304K Buy
13,364
+9
+0.1% +$199 0.07% 137
2023
Q4 		$297K Sell
13,355
-1,270
-9% -$26.7K 0.07% 128
2023
Q3 		$301K Sell
14,625
-2,082
-12% -$44.8K 0.08% 110
2023
Q2 		$358K Sell
16,707
-1,261
-7% -$27.9K 0.1% 104
2023
Q1 		$397K Buy
17,968
+89
+0.5% +$2.03K 0.11% 90
2022
Q4 		$393K Sell
17,879
-975
-5% -$20.2K 0.12% 97
2022
Q3 		$350K Sell
18,854
-1,035
-5% -$22K 0.12% 89
2022
Q2 		$432K Buy
19,889
+384
+2% +$9.22K 0.14% 71
2022
Q1 		$494K Buy
19,505
+75
+0.4% +$1.92K 0.15% 59
2021
Q4 		$488K Buy
19,430
+370
+2% +$9.38K 0.14% 60
2021
Q3 		$476K Buy
19,060
+265
+1% +$6.83K 0.15% 54
2021
Q2 		$488K Sell
18,795
-202
-1% -$5.33K 0.18% 51
2021
Q1 		$478K Buy
18,997
+81
+0.4% +$1.94K 0.19% 46
2020
Q4 		$442K Buy
+18,916
New +$384K 0.21% 50

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kowal Investment Group's FGD Position: Q3 2024 in Review

Kowal Investment Group increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 1.1% in Q3 2024, buying an estimated $3.66K and bringing the position to 13,775 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #149.

Kowal Investment Group first reported a position in FGD in Q4 2020 and has held it in 16 quarters since. The position peaked at $494K in Q1 2022. 127 funds tracked by Wall St. Rank hold FGD as of Q3 2024.

  • Kowal Investment Group held 13,775 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $335K as of Q3 2024.
  • Kowal Investment Group bought 156 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2024, an estimated $3.66K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.06% of Kowal Investment Group's portfolio in Q3 2024, its #149 holding.
  • Kowal Investment Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $494K in Q1 2022.
  • 127 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.