Financial Perspectives’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Financial Perspectives’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	-225	Closed	-$5.48K	–	728
2024 Q3	$5.48K	Hold	225	–	–	﹤0.01%	518
2024 Q2	$5.02K	Hold	225	–	–	﹤0.01%	516
2024 Q1	$5.12K	Hold	225	–	–	﹤0.01%	507
2023 Q4	$5.01K	Hold	225	–	–	﹤0.01%	526
2023 Q3	$4.64K	Hold	225	–	–	﹤0.01%	519
2023 Q2	$4.82K	Hold	225	–	–	﹤0.01%	517
2023 Q1	$4.97K	Hold	225	–	–	﹤0.01%	509
2022 Q4	$4.95K	Hold	225	–	–	﹤0.01%	515
2022 Q3	$4.17K	Hold	225	–	–	﹤0.01%	519
2022 Q2	$4.89K	Hold	225	–	–	﹤0.01%	520
2022 Q1	$5.7K	Hold	225	–	–	﹤0.01%	525
2021 Q4	$5.65K	Hold	225	–	–	﹤0.01%	498
2021 Q3	$5.63K	Hold	225	–	–	﹤0.01%	501
2021 Q2	$5.84K	Hold	225	–	–	﹤0.01%	518
2021 Q1	$5.66K	Hold	225	–	–	﹤0.01%	493
2020 Q4	$4.93K	Hold	225	–	–	﹤0.01%	477
2020 Q3	$4.01K	Hold	225	–	–	﹤0.01%	446
2020 Q2	$4.05K	Hold	225	–	–	﹤0.01%	428
2020 Q1	$3.58K	Hold	225	–	–	﹤0.01%	411
2019 Q4	$5.61K	Buy	+225	New	+$5.4K	﹤0.01%	382

Other funds holding FGD

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

LPL Financial San Diego, California $445B AUM 25.58% 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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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

PNC

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

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

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

Financial Perspectives's FGD Position: Q4 2024 in Review

Financial Perspectives sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2024, closing a stake of 225 shares — an estimated $5.48K sold.

Financial Perspectives first reported a position in FGD in Q4 2019 and held it in 20 quarters. The position peaked at $5.84K in Q2 2021. 137 funds tracked by Wall St. Rank hold FGD as of Q4 2024.

Financial Perspectives reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2024 after selling out during the quarter.
Financial Perspectives sold 225 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2024, an estimated $5.48K.
Financial Perspectives first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2019 and held it in 20 quarters.
Financial Perspectives's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $5.84K in Q2 2021.
137 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2024.

Based on Financial Perspectives's 13F filing for Q4 2024, filed 3 Feb 2025.