B. Riley Wealth Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

B. Riley Wealth Advisors’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
2023 Q1	–	Sell	-9,489	Closed	-$209K	–	1554
2022 Q4	$209K	Sell	9,489 -4,549	-32%	-$94.4K	0.01%	1236
2022 Q3	$261K	Buy	+14,038	New	+$298K	0.01%	1091
2015 Q1	–	Sell	-93	Closed	-$2K	–	1053
2014 Q4	$2K	Buy	+93	New	+$2.44K	﹤0.01%	3393
2014 Q3	–	Sell	-93	Closed	-$2.7K	–	1078
2014 Q2	$2.7K	Buy	+93	New	+$2.68K	﹤0.01%	2184

Other funds holding FGD

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

AWM

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

B. Riley Wealth Advisors's FGD Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2023, closing a stake of 9,489 shares — an estimated $209K sold.

B. Riley Wealth Advisors first reported a position in FGD in Q2 2014 and held it in 4 quarters. The position peaked at $261K in Q3 2022. 126 funds tracked by Wall St. Rank hold FGD as of Q1 2023.

B. Riley Wealth Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,489 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2023, an estimated $209K.
B. Riley Wealth Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2014 and held it in 4 quarters.
B. Riley Wealth Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $261K in Q3 2022.
126 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.