LMKC
FGD icon

L.M. Kohn & Company’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		– Sell
-44,086
Closed -$1.21M – 176
2025
Q2 		$1.21M Sell
44,086
-1,094
-2% -$28K 0.33% 56
2025
Q1 		$1.09M Sell
45,180
-385
-0.8% -$9K 0.29% 68
2024
Q4 		$1.01M Buy
45,565
+2,089
+5% +$49K 0.26% 71
2024
Q3 		$1.06M Buy
43,476
+781
+2% +$18.3K 0.27% 76
2024
Q2 		$953K Buy
42,695
+380
+0.9% +$8.7K 0.26% 76
2024
Q1 		$964K Buy
42,315
+8,607
+26% +$191K 0.27% 80
2023
Q4 		$750K Sell
33,708
-397
-1% -$8.35K 0.24% 88
2023
Q3 		$703K Sell
34,105
-578
-2% -$12.4K 0.26% 86
2023
Q2 		$744K Buy
34,683
+1,822
+6% +$40.3K 0.28% 83
2023
Q1 		$727K Sell
32,861
-7,230
-18% -$165K 0.3% 72
2022
Q4 		$881K Buy
40,091
+10
+0% +$208 0.41% 61
2022
Q3 		$744K Buy
40,081
+8,104
+25% +$172K 0.36% 67
2022
Q2 		$696K Sell
31,977
-1,865
-6% -$44.8K 0.33% 73
2022
Q1 		$858K Buy
+33,842
New +$865K 0.33% 73

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

L.M. Kohn & Company's FGD Position: Q3 2025 in Review

L.M. Kohn & Company sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2025, closing a stake of 44,086 shares — an estimated $1.21M sold.

L.M. Kohn & Company first reported a position in FGD in Q1 2022 and held it in 14 quarters. The position peaked at $1.21M in Q2 2025. 160 funds tracked by Wall St. Rank hold FGD as of Q3 2025.

  • L.M. Kohn & Company reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 44,086 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2025, an estimated $1.21M.
  • L.M. Kohn & Company first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.21M in Q2 2025.
  • 160 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.