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

Cape Investment Advisory’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
Q4 		– Sell
-250
Closed -$5.15K – 1152
2023
Q3 		$5.15K Hold
250
– – ﹤0.01% 666
2023
Q2 		$5.36K Buy
+250
New +$5.53K ﹤0.01% 643

Other funds holding FGD

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Cape Investment Advisory's FGD Position: Q4 2023 in Review

Cape Investment Advisory sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2023, closing a stake of 250 shares — an estimated $5.15K sold.

Cape Investment Advisory first reported a position in FGD in Q2 2023 and held it in 2 quarters. The position peaked at $5.36K in Q2 2023. 129 funds tracked by Wall St. Rank hold FGD as of Q4 2023.

  • Cape Investment Advisory reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 250 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2023, an estimated $5.15K.
  • Cape Investment Advisory first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2023 and held it in 2 quarters.
  • Cape Investment Advisory's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $5.36K in Q2 2023.
  • 129 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.