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

FolioMetrix’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
2015 Q2	$129K	Buy	+5,064	New	+$132K	0.05%	195

Other funds holding FGD

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

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

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

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FolioMetrix's FGD Position: Q2 2015 in Review

FolioMetrix opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2015: 5,064 shares worth $129K. The stake represents 0.05% of the portfolio and ranks #195 among its holdings.

82 funds tracked by Wall St. Rank hold FGD as of Q2 2015.

FolioMetrix held 5,064 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $129K as of Q2 2015.
First Trust Dow Jones Global Select Dividend Index Fund was a new FolioMetrix position in Q2 2015.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.05% of FolioMetrix's portfolio in Q2 2015, its #195 holding.
82 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.