Atlas Brown’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Atlas Brown’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
2016 Q1	–	Sell	-83,202	Closed	-$1.7M	–	115
2015 Q4	$1.7M	Buy	83,202 +3,018	+4%	+$67.8K	1.08%	13
2015 Q3	$1.73M	Sell	80,184 -52	-0.1%	-$1.21K	0.75%	17
2015 Q2	$1.95M	Buy	80,236 +3,724	+5%	+$96.8K	0.76%	16
2015 Q1	$1.93M	Sell	76,512 -2,530	-3%	-$65K	0.52%	15
2014 Q4	$2M	Buy	79,042 +5,128	+7%	+$134K	0.54%	18
2014 Q3	$1.97M	Buy	73,914 +62,714	+560%	+$1.78M	0.73%	17
2014 Q2	$327K	Buy	+11,200	New	+$323K	0.16%	79

Other funds holding FGD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return