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

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-144	Closed	-$3.21K	–	245
2023 Q4	$3.21K	Hold	144	–	–	﹤0.01%	370
2023 Q3	$2.97K	Hold	144	–	–	﹤0.01%	358
2023 Q2	$3.09K	Buy	+144	New	+$3.19K	﹤0.01%	366
2022 Q3	–	Sell	-273	Closed	-$6K	–	257
2022 Q2	$6K	Sell	273 -765	-74%	-$18.4K	﹤0.01%	321
2022 Q1	$26K	Sell	1,038 -1,031	-50%	-$26.4K	0.01%	238
2021 Q4	$52K	Sell	2,069 -1,762	-46%	-$44.7K	0.02%	189
2021 Q3	$96K	Sell	3,831 -64	-2%	-$1.65K	0.03%	170
2021 Q2	$101K	Sell	3,895 -86	-2%	-$2.27K	0.03%	164
2021 Q1	$100K	Sell	3,981 -782	-16%	-$18.7K	0.04%	161
2020 Q4	$104K	Sell	4,763 -145	-3%	-$2.94K	0.04%	139
2020 Q3	$88K	Sell	4,908 -1,144	-19%	-$21.2K	0.04%	139
2020 Q2	$109K	Sell	6,052 -45	-0.7%	-$777	0.05%	145
2020 Q1	$97K	Sell	6,097 -32	-0.5%	-$706	0.05%	138
2019 Q4	$153K	Sell	6,129 -106	-2%	-$2.54K	0.06%	120
2019 Q3	$143K	Sell	6,235 -401	-6%	-$9.04K	0.07%	115
2019 Q2	$153K	Sell	6,636 -31	-0.5%	-$726	0.07%	112
2019 Q1	$155K	Sell	6,667 -820	-11%	-$19.2K	0.08%	129
2018 Q4	$164K	Buy	+7,487	New	+$176K	0.1%	143

Other funds holding FGD

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

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

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

AWM

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

FMLI

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

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

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

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's FGD Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2024, closing a stake of 144 shares — an estimated $3.21K sold.

Global Wealth Management Investment Advisory first reported a position in FGD in Q4 2018 and held it in 18 quarters. The position peaked at $164K in Q4 2018. 127 funds tracked by Wall St. Rank hold FGD as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 144 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2024, an estimated $3.21K.
Global Wealth Management Investment Advisory first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $164K in Q4 2018.
127 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.