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

Forefront 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
2023 Q3	$1.23M	Sell	59,564 -4,843	-8%	-$104K	1.72%	19
2023 Q2	$1.38M	Sell	64,407 -1,450	-2%	-$32.1K	1.83%	21
2023 Q1	$1.46M	Buy	+65,857	New	+$1.5M	1.9%	19

Other funds holding FGD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Forefront Wealth Management's FGD Position: Q3 2023 in Review

Forefront Wealth Management reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 7.5% in Q3 2023, selling an estimated $104K and leaving 59,564 shares worth $1.23M. The position accounts for 1.72% of the portfolio, ranked #19.

Forefront Wealth Management first reported a position in FGD in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.46M in Q1 2023. 122 funds tracked by Wall St. Rank hold FGD as of Q3 2023.

Forefront Wealth Management held 59,564 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $1.23M as of Q3 2023.
Forefront Wealth Management sold 4,843 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2023, an estimated $104K.
First Trust Dow Jones Global Select Dividend Index Fund made up 1.72% of Forefront Wealth Management's portfolio in Q3 2023, its #19 holding.
Forefront Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2023 and has held it in 3 quarters since.
Forefront Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.46M in Q1 2023.
122 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2023.

Based on Forefront Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.