1834 Investment Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

1834 Investment Advisors’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
2022 Q4	–	Sell	-13,410	Closed	-$249K	–	192
2022 Q3	$249K	Buy	13,410 +295	+2%	+$6.26K	0.04%	175
2022 Q2	$285K	Buy	13,115 +1,455	+12%	+$34.9K	0.04%	163
2022 Q1	$295K	Hold	11,660	–	–	0.04%	164
2021 Q4	$293K	Buy	11,660 +353	+3%	+$8.95K	0.03%	163
2021 Q3	$283K	Buy	11,307 +5,625	+99%	+$145K	0.03%	162
2021 Q2	$147K	Buy	5,682 +445	+8%	+$11.8K	0.02%	207
2021 Q1	$132K	Hold	5,237	–	–	0.02%	227
2020 Q4	$115K	Hold	5,237	–	–	0.02%	225
2020 Q3	$93K	Sell	5,237 -5,649	-52%	-$105K	0.01%	228
2020 Q2	$196K	Buy	10,886 +2,690	+33%	+$46.4K	0.03%	179
2020 Q1	$130K	Sell	8,196 -3,808	-32%	-$84K	0.02%	207
2019 Q4	$299K	Hold	12,004	–	–	0.05%	156
2019 Q3	$275K	Buy	12,004 +2,087	+21%	+$47.1K	0.04%	170
2019 Q2	$228K	Buy	9,917 +1,338	+16%	+$31.4K	0.03%	180
2019 Q1	$200K	Buy	8,579 +5,037	+142%	+$118K	0.03%	196
2018 Q4	$77K	Buy	3,542 +330	+10%	+$7.76K	0.01%	237
2018 Q3	$81K	Hold	3,212	–	–	0.01%	246
2018 Q2	$79K	Hold	3,212	–	–	0.01%	244
2018 Q1	$82K	Buy	3,212 +736	+30%	+$19.5K	0.01%	235
2017 Q4	$65K	Buy	+2,476	New	+$64.1K	0.01%	270

Other funds holding FGD

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

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

1834 Investment Advisors's FGD Position: Q4 2022 in Review

1834 Investment Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2022, closing a stake of 13,410 shares — an estimated $249K sold.

1834 Investment Advisors first reported a position in FGD in Q4 2017 and held it in 20 quarters. The position peaked at $299K in Q4 2019. 131 funds tracked by Wall St. Rank hold FGD as of Q4 2022.

1834 Investment Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2022 after selling out during the quarter.
1834 Investment Advisors sold 13,410 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2022, an estimated $249K.
1834 Investment Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2017 and held it in 20 quarters.
1834 Investment Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $299K in Q4 2019.
131 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2022.

Based on 1834 Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.