JNBA Financial Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

JNBA Financial Advisors’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
2020 Q1	–	Sell	-200	Closed	-$5K	–	582
2019 Q4	$5K	Hold	200	–	–	﹤0.01%	497
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	471
2019 Q2	$5K	Hold	200	–	–	﹤0.01%	505
2019 Q1	$5K	Hold	200	–	–	﹤0.01%	447
2018 Q4	$4K	Buy	+200	New	+$4.7K	﹤0.01%	442
2018 Q3	–	Sell	-200	Closed	-$5K	–	559
2018 Q2	$5K	Hold	200	–	–	﹤0.01%	452
2018 Q1	$5K	Hold	200	–	–	﹤0.01%	424
2017 Q4	$5K	Hold	200	–	–	﹤0.01%	409
2017 Q3	$5K	Hold	200	–	–	﹤0.01%	398
2017 Q2	$5K	Hold	200	–	–	﹤0.01%	385
2017 Q1	$5K	Hold	200	–	–	﹤0.01%	397
2016 Q4	$5K	Buy	+200	New	+$4.62K	﹤0.01%	407
2016 Q3	–	Sell	-200	Closed	-$4K	–	1611
2016 Q2	$4K	Hold	200	–	–	﹤0.01%	421
2016 Q1	$5K	Sell	200 -250	-56%	-$5.34K	﹤0.01%	414
2015 Q4	$10K	Hold	450	–	–	﹤0.01%	345
2015 Q3	$10K	Sell	450 -500	-53%	-$11.6K	﹤0.01%	353
2015 Q2	$23K	Sell	950 -100	-10%	-$2.6K	0.01%	267
2015 Q1	$27K	Hold	1,050	–	–	0.01%	253
2014 Q4	$27K	Hold	1,050	–	–	0.01%	253
2014 Q3	$28K	Hold	1,050	–	–	0.01%	248
2014 Q2	$31K	Buy	1,050 +250	+31%	+$7.2K	0.02%	221
2014 Q1	$22K	Hold	800	–	–	0.01%	246
2013 Q4	$22K	Buy	800 +100	+14%	+$2.66K	0.01%	241
2013 Q3	$18K	Buy	+700	New	+$17.3K	0.01%	245

Other funds holding FGD

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

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

JNBA Financial Advisors's FGD Position: Q1 2020 in Review

JNBA Financial Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2020, closing a stake of 200 shares — an estimated $5K sold.

JNBA Financial Advisors first reported a position in FGD in Q3 2013 and held it in 24 quarters. The position peaked at $31K in Q2 2014. 101 funds tracked by Wall St. Rank hold FGD as of Q1 2020.

JNBA Financial Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2020 after selling out during the quarter.
JNBA Financial Advisors sold 200 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2020, an estimated $5K.
JNBA Financial Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2013 and held it in 24 quarters.
JNBA Financial Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $31K in Q2 2014.
101 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2020.

Based on JNBA Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.