Cedar Brook Financial Partners’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Cedar Brook Financial Partners’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 Q3	–	Sell	-15,655	Closed	-$281K	–	298
2020 Q2	$281K	Sell	15,655 -8,981	-36%	-$155K	0.13%	200
2020 Q1	$392K	Buy	24,636 +253	+1%	+$5.58K	0.22%	137
2019 Q4	$608K	Sell	24,383 -80	-0.3%	-$1.92K	0.26%	109
2019 Q3	$561K	Sell	24,463 -2,211	-8%	-$49.9K	0.25%	128
2019 Q2	$614K	Buy	26,674 +3,612	+16%	+$84.6K	0.28%	114
2019 Q1	$538K	Buy	23,062 +299	+1%	+$7K	0.26%	127
2018 Q4	$498K	Buy	+22,763	New	+$535K	0.3%	108

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

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

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

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

Bank of America

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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