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Hibernia Wealth Partners’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Hibernia Wealth Partners’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
2023
Q4 		– Sell
-206,203
Closed -$4.25M – 154
2023
Q3 		$4.25M Buy
+206,203
New +$4.44M 3.29% 10

Other funds holding FGD

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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

Hibernia Wealth Partners's FGD Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2023, closing a stake of 206,203 shares — an estimated $4.25M sold.

Hibernia Wealth Partners first reported a position in FGD in Q3 2023 and held it in 1 quarter. The position peaked at $4.25M in Q3 2023. 129 funds tracked by Wall St. Rank hold FGD as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 206,203 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2023, an estimated $4.25M.
  • Hibernia Wealth Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $4.25M in Q3 2023.
  • 129 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.