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

Hoey 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
2023 Q4	–	Sell	-1,173	Closed	-$24.2K	–	354
2023 Q3	$24.2K	Hold	1,173	–	–	0.01%	159
2023 Q2	$25.1K	Hold	1,173	–	–	0.01%	160
2023 Q1	$25.9K	Hold	1,173	–	–	0.01%	164
2022 Q4	$25.8K	Hold	1,173	–	–	0.01%	162
2022 Q3	$22K	Hold	1,173	–	–	0.01%	185
2022 Q2	$26K	Hold	1,173	–	–	0.01%	142
2022 Q1	$30K	Hold	1,173	–	–	0.01%	126
2021 Q4	$29K	Hold	1,173	–	–	0.01%	125
2021 Q3	$29K	Hold	1,173	–	–	0.01%	124
2021 Q2	$30K	Hold	1,173	–	–	0.01%	125
2021 Q1	$29K	Hold	1,173	–	–	0.01%	131
2020 Q4	$26K	Buy	+1,173	New	+$23.8K	0.01%	110
2020 Q2	–	Sell	-1,116	Closed	-$18K	–	144
2020 Q1	$18K	Hold	1,116	–	–	0.01%	81
2019 Q4	$28K	Buy	+1,116	New	+$26.8K	0.02%	97

Other funds holding FGD

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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

PNC

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

Hoey Investments's FGD Position: Q4 2023 in Review

Hoey Investments sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2023, closing a stake of 1,173 shares — an estimated $24.2K sold.

Hoey Investments first reported a position in FGD in Q4 2019 and held it in 14 quarters. The position peaked at $30K in Q1 2022. 129 funds tracked by Wall St. Rank hold FGD as of Q4 2023.

Hoey Investments reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2023 after selling out during the quarter.
Hoey Investments sold 1,173 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2023, an estimated $24.2K.
Hoey Investments first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2019 and held it in 14 quarters.
Hoey Investments's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $30K in Q1 2022.
129 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2023.

Based on Hoey Investments's 13F filing for Q4 2023, filed 13 Feb 2024.