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ORG Partners’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

ORG Partners’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
Q4 		$340K Hold
11,231
– – 0.06% 254
2025
Q3 		$323K Buy
11,231
+1,750
+18% +$50.1K 0.06% 261
2025
Q2 		$263K Hold
9,481
– – 0.06% 271
2025
Q1 		$230K Sell
9,481
-6,000
-39% -$140K 0.06% 250
2024
Q4 		$344K Buy
+15,481
New +$363K 0.05% 238

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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

ORG Partners's FGD Position: Q4 2025 in Review

ORG Partners held its First Trust Dow Jones Global Select Dividend Index Fund (FGD) position steady in Q4 2025 at 11,231 shares worth $340K. The position accounts for 0.06% of the portfolio, ranked #254.

ORG Partners first reported a position in FGD in Q4 2024 and has held it in 5 quarters since. The position peaked at $344K in Q4 2024. 173 funds tracked by Wall St. Rank hold FGD as of Q4 2025.

  • ORG Partners held 11,231 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $340K as of Q4 2025.
  • ORG Partners left its First Trust Dow Jones Global Select Dividend Index Fund share count unchanged in Q4 2025.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.06% of ORG Partners's portfolio in Q4 2025, its #254 holding.
  • ORG Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2024 and has held it in 5 quarters since.
  • ORG Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $344K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.