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

BDO 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
2020 Q2	–	Sell	-6,558	Closed	-$104K	–	717
2020 Q1	$104K	Hold	6,558	–	–	0.02%	269
2019 Q4	$164K	Hold	6,558	–	–	0.04%	207
2019 Q3	$150K	Hold	6,558	–	–	0.04%	221
2019 Q2	$151K	Hold	6,558	–	–	0.04%	213
2019 Q1	$153K	Hold	6,558	–	–	0.04%	192
2018 Q4	$143K	Hold	6,558	–	–	0.05%	177
2018 Q3	$165K	Hold	6,558	–	–	0.05%	173
2018 Q2	$162K	Hold	6,558	–	–	0.06%	172
2018 Q1	$168K	Sell	6,558 -2,221	-25%	-$58.9K	0.06%	139
2017 Q4	$231K	Hold	8,779	–	–	0.1%	102
2017 Q3	$226K	Hold	8,779	–	–	0.11%	98
2017 Q2	$219K	Buy	+8,779	New	+$219K	0.1%	124

Other funds holding FGD

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return