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Clearwater Capital Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Clearwater Capital Advisors’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
2018
Q2 		– Sell
-2,730
Closed -$70K – 313
2018
Q1 		$70K Buy
+2,730
New +$72.4K 0.01% 265

Other funds holding FGD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KFA
Kabarec Financial Advisors Palatine, Illinois $131M AUM
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Clearwater Capital Advisors's FGD Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2018, closing a stake of 2,730 shares — an estimated $70K sold.

Clearwater Capital Advisors first reported a position in FGD in Q1 2018 and held it in 1 quarter. The position peaked at $70K in Q1 2018. 82 funds tracked by Wall St. Rank hold FGD as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 2,730 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2018, an estimated $70K.
  • Clearwater Capital Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $70K in Q1 2018.
  • 82 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.