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

Montgomery Financial Services’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 		$19.4K Buy
+605
New +$20.1K 0.02% 125

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Montgomery Financial Services's FGD Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026: 605 shares worth $19.4K. The stake represents 0.02% of the portfolio and ranks #125 among its holdings.

202 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

  • Montgomery Financial Services held 605 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $19.4K as of Q2 2026.
  • First Trust Dow Jones Global Select Dividend Index Fund was a new Montgomery Financial Services position in Q2 2026.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #125 holding.
  • 202 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.