Accel Wealth Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-107	Closed	-$2.36K	–	401
2023 Q1	$2.36K	Buy	107 +1	+0.9%	+$23	﹤0.01%	1093
2022 Q4	$2.33K	Buy	106 +2	+2%	+$42	﹤0.01%	893
2022 Q3	$2K	Buy	104 +2	+2%	+$42	﹤0.01%	929
2022 Q2	$2K	Buy	102 +2	+2%	+$48	﹤0.01%	898
2022 Q1	$3K	Buy	+100	New	+$2.56K	﹤0.01%	851

Other funds holding FGD

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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

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

Accel Wealth Management's FGD Position: Q2 2023 in Review

Accel Wealth Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2023, closing a stake of 107 shares — an estimated $2.36K sold.

Accel Wealth Management first reported a position in FGD in Q1 2022 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 128 funds tracked by Wall St. Rank hold FGD as of Q2 2023.

Accel Wealth Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 107 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2023, an estimated $2.36K.
Accel Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2022 and held it in 5 quarters.
Accel Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $3K in Q1 2022.
128 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.