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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

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

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

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

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

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

Cedar Brook Financial Partners's FGD Position: Q3 2020 in Review

Cedar Brook Financial Partners sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2020, closing a stake of 15,655 shares — an estimated $281K sold.

Cedar Brook Financial Partners first reported a position in FGD in Q4 2018 and held it in 7 quarters. The position peaked at $614K in Q2 2019. 90 funds tracked by Wall St. Rank hold FGD as of Q3 2020.

Cedar Brook Financial Partners reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2020 after selling out during the quarter.
Cedar Brook Financial Partners sold 15,655 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2020, an estimated $281K.
Cedar Brook Financial Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2018 and held it in 7 quarters.
Cedar Brook Financial Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $614K in Q2 2019.
90 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2020, filed 9 Nov 2020.