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

Krilogy Financial’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
2018 Q4	–	Sell	-253	Closed	-$6K	–	314
2018 Q3	$6K	Buy	+253	New	+$6.37K	﹤0.01%	597
2018 Q2	–	Sell	-253	Closed	-$6K	–	316
2018 Q1	$6K	Hold	253	–	–	﹤0.01%	579
2017 Q4	$7K	Hold	253	–	–	﹤0.01%	557
2017 Q3	$7K	Buy	+253	New	+$6.44K	﹤0.01%	613
2015 Q4	–	Sell	-413	Closed	-$9K	–	464
2015 Q3	$9K	Buy	+413	New	+$9.62K	﹤0.01%	397

Other funds holding FGD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PNC

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Krilogy Financial's FGD Position: Q4 2018 in Review

Krilogy Financial sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2018, closing a stake of 253 shares — an estimated $6K sold.

Krilogy Financial first reported a position in FGD in Q3 2015 and held it in 5 quarters. The position peaked at $9K in Q3 2015. 97 funds tracked by Wall St. Rank hold FGD as of Q4 2018.

Krilogy Financial reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 253 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2018, an estimated $6K.
Krilogy Financial first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2015 and held it in 5 quarters.
Krilogy Financial's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $9K in Q3 2015.
97 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.