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

Csenge Advisory Group’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
2024 Q4	–	Sell	-12,467	Closed	-$298K	–	718
2024 Q3	$298K	Sell	12,467 -152	-1%	-$3.56K	0.02%	559
2024 Q2	$282K	Buy	12,619 +1,448	+13%	+$33.2K	0.02%	540
2024 Q1	$254K	Sell	11,171 -173	-2%	-$3.83K	0.01%	597
2023 Q4	$253K	Buy	11,344 +7	+0.1%	+$147	0.02%	566
2023 Q3	$234K	Sell	11,337 -249	-2%	-$5.36K	0.02%	547
2023 Q2	$248K	Buy	+11,586	New	+$256K	0.02%	547
2018 Q4	–	Sell	-1,000	Closed	-$23K	–	630
2018 Q3	$23K	Buy	+1,000	New	+$25.2K	0.01%	372

Other funds holding FGD

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Csenge Advisory Group's FGD Position: Q4 2024 in Review

Csenge Advisory Group sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2024, closing a stake of 12,467 shares — an estimated $298K sold.

Csenge Advisory Group first reported a position in FGD in Q3 2018 and held it in 7 quarters. The position peaked at $298K in Q3 2024. 137 funds tracked by Wall St. Rank hold FGD as of Q4 2024.

Csenge Advisory Group reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2024 after selling out during the quarter.
Csenge Advisory Group sold 12,467 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2024, an estimated $298K.
Csenge Advisory Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2018 and held it in 7 quarters.
Csenge Advisory Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $298K in Q3 2024.
137 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2024.

Based on Csenge Advisory Group's 13F filing for Q4 2024, filed 30 Jan 2025.