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BB&T Investment Services’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

BB&T Investment 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
2017
Q4 		$16K Buy
+592
New +$15.3K ﹤0.01% 866
2017
Q2 		– Sell
-474
Closed -$12K – 1157
2017
Q1 		$12K Buy
+474
New +$11.5K ﹤0.01% 683

Other funds holding FGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KFA
Kabarec Financial Advisors Palatine, Illinois $131M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BB&T Investment Services's FGD Position: Q4 2017 in Review

BB&T Investment Services opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2017: 592 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: BB&T Investment Services previously reported a position in FGD as recently as Q1 2017.

BB&T Investment Services first reported a position in FGD in Q1 2017 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold FGD as of Q4 2017.

  • BB&T Investment Services held 592 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $16K as of Q4 2017.
  • First Trust Dow Jones Global Select Dividend Index Fund was a new BB&T Investment Services position in Q4 2017.
  • First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #866 holding.
  • BB&T Investment Services first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2017 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.