SFPG
FGD icon

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

Stonebridge Financial Planning 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
2026
Q1 		$7.06M Buy
221,062
+29,849
+16% +$957K 2.59% 5
2025
Q4 		$5.79M Buy
191,213
+50,443
+36% +$1.49M 2.09% 6
2025
Q3 		$4.05M Buy
140,770
+83,787
+147% +$2.4M 1.52% 14
2025
Q2 		$1.57M Buy
+56,983
New +$1.46M 0.66% 50
2020
Q4 		– Sell
-1,200
Closed -$22K – 395
2020
Q3 		$22K Sell
1,200
-2,500
-68% -$46.3K 0.02% 261
2020
Q2 		$67K Sell
3,700
-500
-12% -$8.63K 0.06% 156
2020
Q1 		$68K Hold
4,200
– – 0.07% 147
2019
Q4 		$105K Buy
+4,200
New +$101K 0.09% 126

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.28B AUM 19.7% 1-Year Est. Return