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

Claraphi Advisory Network’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
-15,005
Closed -$270K – 271
2020
Q2 		$270K Buy
15,005
+633
+4% +$10.9K 0.12% 181
2020
Q1 		$229K Buy
+14,372
New +$317K 0.11% 167

Other funds holding FGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
SS
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
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
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Claraphi Advisory Network's FGD Position: Q3 2020 in Review

Claraphi Advisory Network sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2020, closing a stake of 15,005 shares — an estimated $270K sold.

Claraphi Advisory Network first reported a position in FGD in Q1 2020 and held it in 2 quarters. The position peaked at $270K in Q2 2020. 90 funds tracked by Wall St. Rank hold FGD as of Q3 2020.

  • Claraphi Advisory Network reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 15,005 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2020, an estimated $270K.
  • Claraphi Advisory Network first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2020 and held it in 2 quarters.
  • Claraphi Advisory Network's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $270K in Q2 2020.
  • 90 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2020.

Based on Claraphi Advisory Network's 13F filing for Q3 2020, filed 13 Nov 2020.