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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

PNC

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

Destiny Wealth Partners's FGD Position: Q2 2022 in Review

Destiny Wealth Partners sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2022, closing a stake of 14,530 shares — an estimated $368K sold.

Destiny Wealth Partners first reported a position in FGD in Q4 2020 and held it in 6 quarters. The position peaked at $387K in Q2 2021. 124 funds tracked by Wall St. Rank hold FGD as of Q2 2022.

Destiny Wealth Partners reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2022 after selling out during the quarter.
Destiny Wealth Partners sold 14,530 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2022, an estimated $368K.
Destiny Wealth Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2020 and held it in 6 quarters.
Destiny Wealth Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $387K in Q2 2021.
124 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2022.

Based on Destiny Wealth Partners's 13F filing for Q2 2022, filed 15 Jul 2022.