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

Atlas Private Wealth 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
2021 Q2	–	Sell	-400	Closed	-$10K	–	200
2021 Q1	$10K	Hold	400	–	–	0.01%	311
2020 Q4	$9K	Hold	400	–	–	0.01%	314
2020 Q3	$7K	Hold	400	–	–	0.01%	338
2020 Q2	$7K	Hold	400	–	–	0.01%	361
2020 Q1	$6K	Hold	400	–	–	0.01%	350
2019 Q4	$10K	Buy	+400	New	+$9.6K	0.01%	346

Other funds holding FGD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

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

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

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

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

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

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

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

Atlas Private Wealth Management's FGD Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2021, closing a stake of 400 shares — an estimated $10K sold.

Atlas Private Wealth Management first reported a position in FGD in Q4 2019 and held it in 6 quarters. The position peaked at $10K in Q1 2021. 104 funds tracked by Wall St. Rank hold FGD as of Q2 2021.

Atlas Private Wealth Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 400 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2021, an estimated $10K.
Atlas Private Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $10K in Q1 2021.
104 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.