FPWM
DEX

FSB Premier Wealth Management’s DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND DEX Stock Holding History

FSB Premier Wealth Management’s Portfolio DEX Stock Details DEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,049
Closed -$20K – 540
2021
Q4 		$20K Buy
+2,049
New +$20.7K 0.01% 350

Other funds holding DEX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

FSB Premier Wealth Management's DEX Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) in Q1 2022, closing a stake of 2,049 shares — an estimated $20K sold.

FSB Premier Wealth Management first reported a position in DEX in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 30 funds tracked by Wall St. Rank hold DEX as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 2,049 DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND shares in Q1 2022, an estimated $20K.
  • FSB Premier Wealth Management first reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position peaked at $20K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.