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Lake Street Advisors Group’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Lake Street Advisors Group’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
Q4 		– Sell
-10,656
Closed -$266K – 288
2021
Q3 		$266K Buy
+10,656
New +$275K 0.03% 143

Other funds holding FGD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lake Street Advisors Group's FGD Position: Q4 2021 in Review

Lake Street Advisors Group sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2021, closing a stake of 10,656 shares — an estimated $266K sold.

Lake Street Advisors Group first reported a position in FGD in Q3 2021 and held it in 1 quarter. The position peaked at $266K in Q3 2021. 113 funds tracked by Wall St. Rank hold FGD as of Q4 2021.

  • Lake Street Advisors Group reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2021 after selling out during the quarter.
  • Lake Street Advisors Group sold 10,656 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2021, an estimated $266K.
  • Lake Street Advisors Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2021 and held it in 1 quarter.
  • Lake Street Advisors Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $266K in Q3 2021.
  • 113 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2021.

Based on Lake Street Advisors Group's 13F filing for Q4 2021, filed 15 Feb 2022.