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FinTrust Capital Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

FinTrust Capital Advisors’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
Q3 		$84.4K Buy
3,466
+1,387
+67% +$32.5K 0.01% 466
2024
Q2 		$46.4K Hold
2,079
– – 0.01% 557
2024
Q1 		$47.3K Buy
2,079
+800
+63% +$17.7K 0.01% 540
2023
Q4 		$28.5K Hold
1,279
– – 0.01% 630
2023
Q3 		$26.4K Buy
+1,279
New +$27.5K 0.01% 611

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FinTrust Capital Advisors's FGD Position: Q3 2024 in Review

FinTrust Capital Advisors increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 67% in Q3 2024, buying an estimated $32.5K and bringing the position to 3,466 shares worth $84.4K. The position accounts for 0.01% of the portfolio, ranked #466.

FinTrust Capital Advisors first reported a position in FGD in Q3 2023 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold FGD as of Q3 2024.

  • FinTrust Capital Advisors held 3,466 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $84.4K as of Q3 2024.
  • FinTrust Capital Advisors bought 1,387 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2024, an estimated $32.5K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #466 holding.
  • FinTrust Capital Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2023 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.