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Calton & Associates’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-3,590
Closed -$99K – 650
2017
Q4 		$99K Buy
+3,590
New +$92.9K 0.02% 496

Other funds holding FGD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KFA
Kabarec Financial Advisors Palatine, Illinois $131M AUM
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Calton & Associates's FGD Position: Q1 2018 in Review

Calton & Associates sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2018, closing a stake of 3,590 shares — an estimated $99K sold.

Calton & Associates first reported a position in FGD in Q4 2017 and held it in 1 quarter. The position peaked at $99K in Q4 2017. 90 funds tracked by Wall St. Rank hold FGD as of Q1 2018.

  • Calton & Associates reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 3,590 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2018, an estimated $99K.
  • Calton & Associates first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $99K in Q4 2017.
  • 90 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.