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

Independent Wealth Network’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 Q2	–	Sell	-10,427	Closed	-$231K	–	214
2023 Q1	$231K	Buy	10,427 +607	+6%	+$13.9K	0.15%	161
2022 Q4	$216K	Buy	+9,820	New	+$204K	0.15%	165

Other funds holding FGD

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Independent Wealth Network's FGD Position: Q2 2023 in Review

Independent Wealth Network sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2023, closing a stake of 10,427 shares — an estimated $231K sold.

Independent Wealth Network first reported a position in FGD in Q4 2022 and held it in 2 quarters. The position peaked at $231K in Q1 2023. 128 funds tracked by Wall St. Rank hold FGD as of Q2 2023.

Independent Wealth Network reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2023 after selling out during the quarter.
Independent Wealth Network sold 10,427 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2023, an estimated $231K.
Independent Wealth Network first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2022 and held it in 2 quarters.
Independent Wealth Network's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $231K in Q1 2023.
128 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2023.

Based on Independent Wealth Network's 13F filing for Q2 2023, filed 12 Jul 2023.