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

Other funds holding FGD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FGD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 100% in Q4 2022, buying an estimated $8.1K and bringing the position to 780 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Heritage Wealth Management (Arizona) first reported a position in FGD in Q1 2021 and has held it in 7 quarters since. The position peaked at $24K in Q2 2021. 131 funds tracked by Wall St. Rank hold FGD as of Q4 2022.

Heritage Wealth Management (Arizona) held 780 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $17.1K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 390 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2022, an estimated $8.1K.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #690 holding.
Heritage Wealth Management (Arizona) first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s First Trust Dow Jones Global Select Dividend Index Fund position peaked at $24K in Q2 2021.
131 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.