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

Column 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
2022 Q1	–	Sell	-30	Closed	-$1K	–	748
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	714
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	675
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	670
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	662
2020 Q4	$1K	Sell	30 -100	-77%	-$2.03K	﹤0.01%	646
2020 Q3	$2K	Buy	130 +100	+333%	+$1.85K	﹤0.01%	592
2020 Q2	$0	Buy	+30	New	+$518	﹤0.01%	854

Other funds holding FGD

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Column Capital Advisors's FGD Position: Q1 2022 in Review

Column Capital Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2022, closing a stake of 30 shares — an estimated $1K sold.

Column Capital Advisors first reported a position in FGD in Q2 2020 and held it in 7 quarters. The position peaked at $2K in Q3 2020. 123 funds tracked by Wall St. Rank hold FGD as of Q1 2022.

Column Capital Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2022 after selling out during the quarter.
Column Capital Advisors sold 30 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2022, an estimated $1K.
Column Capital Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2020 and held it in 7 quarters.
Column Capital Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $2K in Q3 2020.
123 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2022.

Based on Column Capital Advisors's 13F filing for Q1 2022, filed 3 May 2022.