Level Four Advisory Services’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Level Four Advisory Services’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
2019 Q2	–	Sell	-8,701	Closed	-$203K	–	526
2019 Q1	$203K	Buy	+8,701	New	+$204K	0.02%	481

Other funds holding FGD

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

PNC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Level Four Advisory Services's FGD Position: Q2 2019 in Review

Level Four Advisory Services sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2019, closing a stake of 8,701 shares — an estimated $203K sold.

Level Four Advisory Services first reported a position in FGD in Q1 2019 and held it in 1 quarter. The position peaked at $203K in Q1 2019. 95 funds tracked by Wall St. Rank hold FGD as of Q2 2019.

Level Four Advisory Services reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2019 after selling out during the quarter.
Level Four Advisory Services sold 8,701 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2019, an estimated $203K.
Level Four Advisory Services first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2019 and held it in 1 quarter.
Level Four Advisory Services's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $203K in Q1 2019.
95 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2019.

Based on Level Four Advisory Services's 13F filing for Q2 2019, filed 14 Aug 2019.