CFS Investment Advisory Services’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

CFS Investment Advisory Services’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
2022 Q4	–	Sell	-18,540	Closed	-$1K	–	172
2022 Q3	$1K	Buy	+18,540	New	+$394K	﹤0.01%	190
2022 Q2	–	Sell	-25,340	Closed	-$1K	–	326
2022 Q1	$1K	Buy	+25,340	New	+$648K	﹤0.01%	342

Other funds holding FGD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFS Investment Advisory Services's FGD Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2022, closing a stake of 18,540 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in FGD in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 131 funds tracked by Wall St. Rank hold FGD as of Q4 2022.

CFS Investment Advisory Services reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2022 after selling out during the quarter.
CFS Investment Advisory Services sold 18,540 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2022, an estimated $1K.
CFS Investment Advisory Services first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2022 and held it in 2 quarters.
CFS Investment Advisory Services's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1K in Q3 2022.
131 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.