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

Founders Financial Alliance’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
2022 Q2	–	Sell	-48	Closed	-$1K	–	517
2022 Q1	$1K	Hold	48	–	–	﹤0.01%	433
2021 Q4	$1K	Sell	48 -45	-48%	-$1.14K	﹤0.01%	477
2021 Q3	$2K	Sell	93 -20	-18%	-$515	﹤0.01%	441
2021 Q2	$3K	Hold	113	–	–	﹤0.01%	456
2021 Q1	$3K	Buy	+113	New	+$2.7K	﹤0.01%	439

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

AWM

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $3.69B AUM 18.32% 1-Year Est. Return

Founders Financial Alliance's FGD Position: Q2 2022 in Review

Founders Financial Alliance sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2022, closing a stake of 48 shares — an estimated $1K sold.

Founders Financial Alliance first reported a position in FGD in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q2 2021. 124 funds tracked by Wall St. Rank hold FGD as of Q2 2022.

Founders Financial Alliance reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2022 after selling out during the quarter.
Founders Financial Alliance sold 48 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2022, an estimated $1K.
Founders Financial Alliance first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2021 and held it in 5 quarters.
Founders Financial Alliance's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $3K in Q2 2021.
124 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2022.

Based on Founders Financial Alliance's 13F filing for Q2 2022, filed 15 Aug 2022.