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

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

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

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

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

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

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

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

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

Certified Advisory Corp's FGD Position: Q2 2020 in Review

Certified Advisory Corp sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2020, closing a stake of 1,132 shares — an estimated $18K sold.

Certified Advisory Corp first reported a position in FGD in Q1 2018 and held it in 9 quarters. The position peaked at $82K in Q3 2018. 90 funds tracked by Wall St. Rank hold FGD as of Q2 2020.

Certified Advisory Corp reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2020 after selling out during the quarter.
Certified Advisory Corp sold 1,132 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2020, an estimated $18K.
Certified Advisory Corp first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2018 and held it in 9 quarters.
Certified Advisory Corp's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $82K in Q3 2018.
90 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.