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

Baird’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 Q1	$1.16M	Buy	45,856 +6,606	+17%	+$170K	0.01%	715
2014 Q4	$996K	Buy	+39,250	New	+$1.03M	0.01%	735
2014 Q1	–	Sell	-22,198	Closed	-$601K	–	1129
2013 Q4	$601K	Sell	22,198 -1,680	-7%	-$44.7K	0.01%	773
2013 Q3	$613K	Sell	23,878 -1,835	-7%	-$45.3K	0.01%	721
2013 Q2	$594K	Buy	+25,713	New	+$635K	0.01%	703

Other funds holding FGD

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

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

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

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

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RJA

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

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

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

Baird's FGD Position: Q1 2015 in Review

Baird increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 17% in Q1 2015, buying an estimated $170K and bringing the position to 45,856 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #715.

Baird first reported a position in FGD in Q2 2013 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold FGD as of Q1 2015.

Baird held 45,856 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.16M as of Q1 2015.
Baird bought 6,606 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2015, an estimated $170K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of Baird's portfolio in Q1 2015, its #715 holding.
Baird first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2013 and has held it in 5 quarters since.
80 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.