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

Gradient Investments’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
Q3 		– Sell
-313
Closed -$6.99K – 651
2024
Q2 		$6.99K Buy
+313
New +$7.17K ﹤0.01% 802
2023
Q2 		– Sell
-140
Closed -$3.1K – 1810
2023
Q1 		$3.1K Sell
140
-299
-68% -$6.83K ﹤0.01% 1044
2022
Q4 		$9.65K Buy
+439
New +$9.11K ﹤0.01% 819
2021
Q1 		– Sell
-67
Closed -$1K – 1188
2020
Q4 		$1K Hold
67
– – ﹤0.01% 1040
2020
Q3 		$1K Hold
67
– – ﹤0.01% 1045
2020
Q2 		$1K Sell
67
-328
-83% -$5.66K ﹤0.01% 971
2020
Q1 		$6K Sell
395
-139
-26% -$3.07K ﹤0.01% 742
2019
Q4 		$13K Sell
534
-244,000
-100% -$5.86M ﹤0.01% 637
2019
Q3 		$5.61M Buy
244,534
+45,659
+23% +$1.03M 0.27% 90
2019
Q2 		$4.57M Buy
198,875
+42,248
+27% +$990K 0.23% 91
2019
Q1 		$3.65M Buy
+156,627
New +$3.66M 0.24% 88
2018
Q1 		– Sell
-30,660
Closed -$808K – 1062
2017
Q4 		$808K Sell
30,660
-2,486
-8% -$64.3K 0.05% 145
2017
Q3 		$855K Buy
33,146
+9,235
+39% +$235K 0.05% 135
2017
Q2 		$598K Buy
23,911
+3,466
+17% +$86.5K 0.04% 143
2017
Q1 		$502K Buy
20,445
+19,392
+1,842% +$469K 0.04% 129
2016
Q4 		$25K Buy
+1,053
New +$24.3K ﹤0.01% 334
2013
Q3 		– Sell
-131
Closed -$3K – 522
2013
Q2 		$3K Buy
+131
New +$3.24K ﹤0.01% 345

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gradient Investments's FGD Position: Q3 2024 in Review

Gradient Investments sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2024, closing a stake of 313 shares — an estimated $6.99K sold.

Gradient Investments first reported a position in FGD in Q2 2013 and held it in 17 quarters. The position peaked at $5.61M in Q3 2019. 127 funds tracked by Wall St. Rank hold FGD as of Q3 2024.

  • Gradient Investments reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 313 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2024, an estimated $6.99K.
  • Gradient Investments first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2013 and held it in 17 quarters.
  • Gradient Investments's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $5.61M in Q3 2019.
  • 127 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.