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

Bessemer 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
2022 Q3	–	Sell	-144	Closed	-$3K	–	2066
2022 Q2	$3K	Hold	144	–	–	﹤0.01%	1667
2022 Q1	$4K	Hold	144	–	–	﹤0.01%	1582
2021 Q4	$4K	Hold	144	–	–	﹤0.01%	1633
2021 Q3	$4K	Hold	144	–	–	﹤0.01%	1535
2021 Q2	$4K	Buy	+144	New	+$3.8K	﹤0.01%	1444
2016 Q2	–	Sell	-1,000	Closed	-$23K	–	1354
2016 Q1	$23K	Hold	1,000	–	–	﹤0.01%	1037
2015 Q4	$22K	Hold	1,000	–	–	﹤0.01%	1115
2015 Q3	$22K	Hold	1,000	–	–	﹤0.01%	1098
2015 Q2	$25K	Hold	1,000	–	–	﹤0.01%	1100
2015 Q1	$25K	Hold	1,000	–	–	﹤0.01%	1095
2014 Q4	$25K	Sell	1,000 -250	-20%	-$6.55K	﹤0.01%	1071
2014 Q3	$34K	Buy	1,250 +250	+25%	+$7.08K	﹤0.01%	937
2014 Q2	$29K	Hold	1,000	–	–	﹤0.01%	959
2014 Q1	$28K	Hold	1,000	–	–	﹤0.01%	947
2013 Q4	$27K	Hold	1,000	–	–	﹤0.01%	949
2013 Q3	$26K	Hold	1,000	–	–	﹤0.01%	911
2013 Q2	$23K	Buy	+1,000	New	+$24.7K	﹤0.01%	889

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

RJA

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

Bessemer Group's FGD Position: Q3 2022 in Review

Bessemer Group sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2022, closing a stake of 144 shares — an estimated $3K sold.

Bessemer Group first reported a position in FGD in Q2 2013 and held it in 17 quarters. The position peaked at $34K in Q3 2014. 119 funds tracked by Wall St. Rank hold FGD as of Q3 2022.

Bessemer Group reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2022 after selling out during the quarter.
Bessemer Group sold 144 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2022, an estimated $3K.
Bessemer Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2013 and held it in 17 quarters.
Bessemer Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $34K in Q3 2014.
119 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2022.

Based on Bessemer Group's 13F filing for Q3 2022, filed 9 Nov 2022.