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

Jaffetilchin Investment 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
2024 Q4	–	Sell	-3,982	Closed	-$97K	–	677
2024 Q3	$97K	Buy	+3,982	New	+$93.3K	0.01%	475
2023 Q1	–	Sell	-11,262	Closed	-$248K	–	362
2022 Q4	$248K	Buy	+11,262	New	+$234K	0.03%	306
2022 Q1	–	Sell	-8,081	Closed	-$203K	–	341
2021 Q4	$203K	Buy	8,081 +2	+0%	+$51	0.02%	326
2021 Q3	$202K	Buy	8,079 +100	+1%	+$2.58K	0.02%	341
2021 Q2	$207K	Hold	7,979	–	–	0.01%	351
2021 Q1	$201K	Buy	+7,979	New	+$191K	0.02%	342
2017 Q1	–	Sell	-17,438	Closed	-$406K	–	266
2016 Q4	$406K	Buy	+17,438	New	+$403K	0.12%	142

Other funds holding FGD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FMLI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jaffetilchin Investment Partners's FGD Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2024, closing a stake of 3,982 shares — an estimated $97K sold.

Jaffetilchin Investment Partners first reported a position in FGD in Q4 2016 and held it in 7 quarters. The position peaked at $406K in Q4 2016. 137 funds tracked by Wall St. Rank hold FGD as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 3,982 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2024, an estimated $97K.
Jaffetilchin Investment Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2016 and held it in 7 quarters.
Jaffetilchin Investment Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $406K in Q4 2016.
137 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.