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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

RJA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $3.57B AUM 22.83% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BDO Wealth Advisors's FGD Position: Q2 2020 in Review

BDO Wealth Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2020, closing a stake of 6,558 shares — an estimated $104K sold.

BDO Wealth Advisors first reported a position in FGD in Q2 2017 and held it in 12 quarters. The position peaked at $231K in Q4 2017. 90 funds tracked by Wall St. Rank hold FGD as of Q2 2020.

BDO Wealth Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2020 after selling out during the quarter.
BDO Wealth Advisors sold 6,558 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2020, an estimated $104K.
BDO Wealth Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2017 and held it in 12 quarters.
BDO Wealth Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $231K in Q4 2017.
90 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.