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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
– Sell
-376
Closed -$10K – 618
2018
Q1
$10K Buy
376
+2
+0.5% +$53 0.01% 503
2017
Q4
$10K Buy
+374
New +$9.68K 0.01% 485

Other funds holding FGD

Acorn Wealth Advisors's FGD Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2018, closing a stake of 376 shares — an estimated $10K sold.

Acorn Wealth Advisors first reported a position in FGD in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 82 funds tracked by Wall St. Rank hold FGD as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 376 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2018, an estimated $10K.
  • Acorn Wealth Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $10K in Q1 2018.
  • 82 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.