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

Cutler 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
2023 Q4	–	Sell	-3,060	Closed	-$63K	–	3831
2023 Q3	$63K	Hold	3,060	–	–	0.01%	1360
2023 Q2	$65K	Hold	3,060	–	–	0.01%	1152
2023 Q1	$67K	Hold	3,060	–	–	0.01%	1173
2022 Q4	$67K	Hold	3,060	–	–	0.01%	1394
2022 Q3	$56K	Hold	3,060	–	–	﹤0.01%	1804
2022 Q2	$66K	Hold	3,060	–	–	﹤0.01%	1734
2022 Q1	$77K	Hold	3,060	–	–	﹤0.01%	1893
2021 Q4	$76K	Buy	3,060 +2,060	+206%	+$52.2K	﹤0.01%	2060
2021 Q3	$24K	Buy	+1,000	New	+$25.8K	﹤0.01%	3179

Other funds holding FGD

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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

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

Cutler Group's FGD Position: Q4 2023 in Review

Cutler Group sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2023, closing a stake of 3,060 shares — an estimated $63K sold.

Cutler Group first reported a position in FGD in Q3 2021 and held it in 9 quarters. The position peaked at $77K in Q1 2022. 129 funds tracked by Wall St. Rank hold FGD as of Q4 2023.

Cutler Group reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2023 after selling out during the quarter.
Cutler Group sold 3,060 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2023, an estimated $63K.
Cutler Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2021 and held it in 9 quarters.
Cutler Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $77K in Q1 2022.
129 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.