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 Q2	$7.85M	Buy	245,523 +24,461	+11%	+$813K	2.5%	5
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Stonebridge Financial Planning Group's FGD Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 11% in Q2 2026, buying an estimated $813K and bringing the position to 245,523 shares worth $7.85M. The position accounts for 2.5% of the portfolio, ranked #5.

Stonebridge Financial Planning Group first reported a position in FGD in Q4 2019 and has held it in 9 quarters since. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Stonebridge Financial Planning Group held 245,523 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $7.85M as of Q2 2026.
Stonebridge Financial Planning Group bought 24,461 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $813K.
First Trust Dow Jones Global Select Dividend Index Fund made up 2.5% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #5 holding.
Stonebridge Financial Planning Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2019 and has held it in 9 quarters since.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.