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Cornerstone Wealth Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Cornerstone Wealth Management’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
Q1 		– Sell
-8,458
Closed -$211K – 355
2019
Q4 		$211K Buy
+8,458
New +$203K 0.03% 325

Other funds holding FGD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Simplicity Solutions
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Cornerstone Wealth Management's FGD Position: Q1 2020 in Review

Cornerstone Wealth Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2020, closing a stake of 8,458 shares — an estimated $211K sold.

Cornerstone Wealth Management first reported a position in FGD in Q4 2019 and held it in 1 quarter. The position peaked at $211K in Q4 2019. 101 funds tracked by Wall St. Rank hold FGD as of Q1 2020.

  • Cornerstone Wealth Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2020 after selling out during the quarter.
  • Cornerstone Wealth Management sold 8,458 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2020, an estimated $211K.
  • Cornerstone Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2019 and held it in 1 quarter.
  • Cornerstone Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $211K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2020.

Based on Cornerstone Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.