BIG
FGD icon

Bellwether Investment Group’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Bellwether Investment Group’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
Q1 		– Sell
-155
Closed -$4K – 829
2016
Q4 		$4K Buy
+155
New +$3.58K ﹤0.01% 818
2016
Q2 		$3K Buy
+153
New +$3.47K ﹤0.01% 536

Other funds holding FGD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bellwether Investment Group's FGD Position: Q1 2017 in Review

Bellwether Investment Group sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2017, closing a stake of 155 shares — an estimated $4K sold.

Bellwether Investment Group first reported a position in FGD in Q2 2016 and held it in 2 quarters. The position peaked at $4K in Q4 2016. 69 funds tracked by Wall St. Rank hold FGD as of Q1 2017.

  • Bellwether Investment Group reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 155 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2017, an estimated $4K.
  • Bellwether Investment Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $4K in Q4 2016.
  • 69 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.