DWP
FGD icon

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

Destiny Wealth Partners’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
Q2 		– Sell
-14,530
Closed -$368K – 619
2022
Q1 		$368K Hold
14,530
– – 0.07% 112
2021
Q4 		$365K Hold
14,530
– – 0.07% 126
2021
Q3 		$363K Sell
14,530
-400
-3% -$10.3K 0.07% 123
2021
Q2 		$387K Buy
14,930
+400
+3% +$10.6K 0.07% 137
2021
Q1 		$365K Hold
14,530
– – 0.08% 117
2020
Q4 		$318K Buy
+14,530
New +$295K 0.07% 142

Other funds holding FGD

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
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