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

IHT Wealth Management’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
2021 Q3	–	Sell	-50,181	Closed	-$1.3M	–	868
2021 Q2	$1.3M	Buy	+50,181	New	+$1.33M	0.08%	262
2018 Q2	–	Sell	-683	Closed	-$17K	–	745
2018 Q1	$17K	Buy	683 +3	+0.4%	+$80	﹤0.01%	1029
2017 Q4	$18K	Buy	+680	New	+$17.6K	﹤0.01%	1017

Other funds holding FGD

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IHT Wealth Management's FGD Position: Q3 2021 in Review

IHT Wealth Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2021, closing a stake of 50,181 shares — an estimated $1.3M sold.

IHT Wealth Management first reported a position in FGD in Q4 2017 and held it in 3 quarters. The position peaked at $1.3M in Q2 2021. 106 funds tracked by Wall St. Rank hold FGD as of Q3 2021.

IHT Wealth Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2021 after selling out during the quarter.
IHT Wealth Management sold 50,181 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2021, an estimated $1.3M.
IHT Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2017 and held it in 3 quarters.
IHT Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.3M in Q2 2021.
106 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.