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

Carroll Financial 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
2020 Q2	–	Sell	-2,079	Closed	-$33K	–	1569
2020 Q1	$33K	Buy	+2,079	New	+$45.9K	﹤0.01%	673

Other funds holding FGD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Carroll Financial Associates's FGD Position: Q2 2020 in Review

Carroll Financial Associates sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2020, closing a stake of 2,079 shares — an estimated $33K sold.

Carroll Financial Associates first reported a position in FGD in Q1 2020 and held it in 1 quarter. The position peaked at $33K in Q1 2020. 90 funds tracked by Wall St. Rank hold FGD as of Q2 2020.

Carroll Financial Associates reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2020 after selling out during the quarter.
Carroll Financial Associates sold 2,079 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2020, an estimated $33K.
Carroll Financial Associates first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2020 and held it in 1 quarter.
Carroll Financial Associates's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $33K in Q1 2020.
90 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2020.

Based on Carroll Financial Associates's 13F filing for Q2 2020, filed 9 Jul 2020.