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

Certified Advisory Corp’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	-1,132	Closed	-$18K	–	771
2020 Q1	$18K	Hold	1,132	–	–	0.01%	431
2019 Q4	$28K	Hold	1,132	–	–	0.01%	407
2019 Q3	$26K	Hold	1,132	–	–	0.01%	428
2019 Q2	$26K	Sell	1,132 -2,118	-65%	-$49.6K	0.01%	433
2019 Q1	$76K	Hold	3,250	–	–	0.03%	242
2018 Q4	$71K	Hold	3,250	–	–	0.04%	232
2018 Q3	$82K	Buy	3,250 +750	+30%	+$18.9K	0.04%	227
2018 Q2	$62K	Hold	2,500	–	–	0.03%	251
2018 Q1	$64K	Buy	+2,500	New	+$66.3K	0.04%	238

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

Bank of America

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

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

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