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Andrew C. Karlinski’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Andrew C. Karlinski’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
-308
Closed -$6K – 71
2022
Q3 		$6K Hold
308
– – 0.01% 177
2022
Q2 		$7K Hold
308
– – 0.01% 187
2022
Q1 		$8K Buy
+308
New +$7.87K 0.01% 177

Other funds holding FGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Andrew C. Karlinski's FGD Position: Q4 2022 in Review

Andrew C. Karlinski sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2022, closing a stake of 308 shares — an estimated $6K sold.

Andrew C. Karlinski first reported a position in FGD in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q1 2022. 131 funds tracked by Wall St. Rank hold FGD as of Q4 2022.

  • Andrew C. Karlinski reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 308 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2022, an estimated $6K.
  • Andrew C. Karlinski first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2022 and held it in 3 quarters.
  • Andrew C. Karlinski's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $8K in Q1 2022.
  • 131 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.