Belpointe Asset Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-204	Closed	-$4.51K	–	1503
2023 Q1	$4.51K	Hold	204	–	–	﹤0.01%	3053
2022 Q4	$4.48K	Buy	+204	New	+$4.24K	﹤0.01%	2977
2020 Q2	–	Sell	-11,923	Closed	-$190K	–	746
2020 Q1	$190K	Sell	11,923 -1,787	-13%	-$39.4K	0.03%	438
2019 Q4	$342K	Buy	+13,710	New	+$329K	0.04%	413

Other funds holding FGD

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Belpointe Asset Management's FGD Position: Q2 2023 in Review

Belpointe Asset Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2023, closing a stake of 204 shares — an estimated $4.51K sold.

Belpointe Asset Management first reported a position in FGD in Q4 2019 and held it in 4 quarters. The position peaked at $342K in Q4 2019. 128 funds tracked by Wall St. Rank hold FGD as of Q2 2023.

Belpointe Asset Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 204 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2023, an estimated $4.51K.
Belpointe Asset Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2019 and held it in 4 quarters.
Belpointe Asset Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $342K in Q4 2019.
128 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.