Credit Suisse’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Credit Suisse’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
2015 Q3	–	Sell	-101,730	Closed	-$2.5M	–	4336
2015 Q2	$2.5M	Buy	+101,730	New	+$2.65M	﹤0.01%	2362
2014 Q4	–	Sell	-20,659	Closed	-$550K	–	4625
2014 Q3	$550K	Buy	20,659 +11,013	+114%	+$312K	﹤0.01%	3574
2014 Q2	$281K	Sell	9,646 -515	-5%	-$14.8K	﹤0.01%	4155
2014 Q1	$283K	Buy	10,161 +55	+0.5%	+$1.48K	﹤0.01%	4145
2013 Q4	$274K	Sell	10,106 -1,390	-12%	-$37K	﹤0.01%	4135
2013 Q3	$295K	Buy	+11,496	New	+$284K	﹤0.01%	3814

Other funds holding FGD

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

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

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

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

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

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 $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return