HWMA
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Heritage Wealth Management (Arizona)’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$17.1K Buy
780
+390
+100% +$8.1K ﹤0.01% 690
2022
Q3 		$7K Hold
390
– – ﹤0.01% 707
2022
Q2 		$8.48K Hold
390
– – ﹤0.01% 687
2022
Q1 		$10K Buy
+390
New +$9.97K ﹤0.01% 704
2021
Q3 		$23K Hold
940
– – 0.01% 537
2021
Q2 		$24K Hold
940
– – 0.01% 532
2021
Q1 		$24K Buy
+940
New +$22.5K 0.01% 467

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AWM
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UBS Group
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Bank of America
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Ameriprise
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PNC
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Envestnet Asset Management
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