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

Aris Wealth Services’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
2015
Q3 		– Sell
-380
Closed -$9K – 426
2015
Q2 		$9K Buy
+380
New +$9.88K 0.01% 375

Other funds holding FGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aris Wealth Services's FGD Position: Q3 2015 in Review

Aris Wealth Services sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2015, closing a stake of 380 shares — an estimated $9K sold.

Aris Wealth Services first reported a position in FGD in Q2 2015 and held it in 1 quarter. The position peaked at $9K in Q2 2015. 73 funds tracked by Wall St. Rank hold FGD as of Q3 2015.

  • Aris Wealth Services reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 380 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2015, an estimated $9K.
  • Aris Wealth Services first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2015 and held it in 1 quarter.
  • Aris Wealth Services's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $9K in Q2 2015.
  • 73 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.