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

Arcadia Investment 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
2019
Q3 		– Sell
-400
Closed -$9K – 305
2019
Q2 		$9K Buy
+400
New +$9.37K ﹤0.01% 295

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SS
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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Arcadia Investment Management's FGD Position: Q3 2019 in Review

Arcadia Investment Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2019, closing a stake of 400 shares — an estimated $9K sold.

Arcadia Investment Management first reported a position in FGD in Q2 2019 and held it in 1 quarter. The position peaked at $9K in Q2 2019. 95 funds tracked by Wall St. Rank hold FGD as of Q3 2019.

  • Arcadia Investment Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2019 after selling out during the quarter.
  • Arcadia Investment Management sold 400 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2019, an estimated $9K.
  • Arcadia Investment Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2019 and held it in 1 quarter.
  • Arcadia Investment Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $9K in Q2 2019.
  • 95 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2019.

Based on Arcadia Investment Management's 13F filing for Q3 2019, filed 22 Oct 2019.