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

Doyle Wealth Management’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
2019 Q3	–	Sell	-1,623	Closed	-$37K	–	376
2019 Q2	$37K	Buy	+1,623	New	+$38K	0.01%	418
2019 Q1	–	Sell	-1,569	Closed	-$34K	–	363
2018 Q4	$34K	Buy	+1,569	New	+$36.9K	0.01%	425

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

AWM

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

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

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC

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

Doyle Wealth Management's FGD Position: Q3 2019 in Review

Doyle Wealth Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2019, closing a stake of 1,623 shares — an estimated $37K sold.

Doyle Wealth Management first reported a position in FGD in Q4 2018 and held it in 2 quarters. The position peaked at $37K in Q2 2019. 95 funds tracked by Wall St. Rank hold FGD as of Q3 2019.

Doyle Wealth Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,623 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2019, an estimated $37K.
Doyle Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $37K in Q2 2019.
95 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.