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Park Square Financial Group’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Park Square 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
2025
Q3 		– Sell
-10,372
Closed -$286K – 489
2025
Q2 		$286K Sell
10,372
-837
-7% -$21.4K 0.21% 78
2025
Q1 		$271K Buy
11,209
+733
+7% +$17.1K 0.22% 66
2024
Q4 		$233K Buy
+10,476
New +$246K 0.16% 77

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

Park Square Financial Group's FGD Position: Q3 2025 in Review

Park Square Financial Group sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2025, closing a stake of 10,372 shares — an estimated $286K sold.

Park Square Financial Group first reported a position in FGD in Q4 2024 and held it in 3 quarters. The position peaked at $286K in Q2 2025. 160 funds tracked by Wall St. Rank hold FGD as of Q3 2025.

  • Park Square Financial Group reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 10,372 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2025, an estimated $286K.
  • Park Square Financial Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $286K 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 Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.