Cavalier Investments’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Cavalier Investments’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
2017 Q1	–	Sell	-13,612	Closed	-$317K	–	156
2016 Q4	$317K	Hold	13,612	–	–	0.2%	84
2016 Q3	$320K	Hold	13,612	–	–	0.19%	81
2016 Q2	$303K	Sell	13,612 -2,172	-14%	-$49.2K	0.18%	91
2016 Q1	$356K	Hold	15,784	–	–	0.2%	73
2015 Q4	$343K	Buy	+15,784	New	+$354K	0.2%	79

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

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

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

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

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cavalier Investments's FGD Position: Q1 2017 in Review

Cavalier Investments sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2017, closing a stake of 13,612 shares — an estimated $317K sold.

Cavalier Investments first reported a position in FGD in Q4 2015 and held it in 5 quarters. The position peaked at $356K in Q1 2016. 69 funds tracked by Wall St. Rank hold FGD as of Q1 2017.

Cavalier Investments reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2017 after selling out during the quarter.
Cavalier Investments sold 13,612 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2017, an estimated $317K.
Cavalier Investments first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2015 and held it in 5 quarters.
Cavalier Investments's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $356K in Q1 2016.
69 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2017.

Based on Cavalier Investments's 13F filing for Q1 2017, filed 15 May 2017.