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

Advisor 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
2019 Q4	$1.42M	Buy	57,072 +458	+0.8%	+$11K	0.01%	991
2019 Q3	$1.3M	Sell	56,614 -5,934	-9%	-$134K	0.01%	992
2019 Q2	$1.44M	Sell	62,548 -1,616	-3%	-$37.9K	0.01%	918
2019 Q1	$1.5M	Buy	64,164 +3,618	+6%	+$84.7K	0.01%	852
2018 Q4	$1.32M	Sell	60,546 -684	-1%	-$16.1K	0.01%	808
2018 Q3	$1.54M	Buy	61,230 +7,483	+14%	+$188K	0.02%	762
2018 Q2	$1.33M	Buy	53,747 +100	+0.2%	+$2.59K	0.02%	724
2018 Q1	$1.37M	Buy	53,647 +11,198	+26%	+$297K	0.02%	714
2017 Q4	$1.12M	Sell	42,449 -1,023	-2%	-$26.5K	0.01%	822
2017 Q3	$1.12M	Sell	43,472 -573	-1%	-$14.6K	0.02%	736
2017 Q2	$1.1M	Sell	44,045 -2,698	-6%	-$67.3K	0.02%	704
2017 Q1	$1.15M	Buy	46,743 +25,822	+123%	+$625K	0.02%	653
2016 Q4	$489K	Buy	20,921 +2,053	+11%	+$47.4K	0.01%	1031
2016 Q3	$444K	Buy	18,868 +4,450	+31%	+$103K	0.01%	1031
2016 Q2	$319K	Buy	+14,418	New	+$327K	0.01%	1169

Other funds holding FGD

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisor Group's FGD Position: Q4 2019 in Review

Advisor Group increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 0.81% in Q4 2019, buying an estimated $11K and bringing the position to 57,072 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #991.

Advisor Group first reported a position in FGD in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.54M in Q3 2018. 112 funds tracked by Wall St. Rank hold FGD as of Q4 2019.

Advisor Group held 57,072 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.42M as of Q4 2019.
Advisor Group bought 458 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2019, an estimated $11K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of Advisor Group's portfolio in Q4 2019, its #991 holding.
Advisor Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.54M in Q3 2018.
112 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.