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

LexAurum 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
-17,559
Closed -$438K – 207
2019
Q4 		$438K Buy
17,559
+1,431
+9% +$34.4K 0.22% 115
2019
Q3 		$370K Buy
+16,128
New +$364K 0.22% 111

Other funds holding FGD

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LexAurum Advisors's FGD Position: Q1 2020 in Review

LexAurum Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2020, closing a stake of 17,559 shares — an estimated $438K sold.

LexAurum Advisors first reported a position in FGD in Q3 2019 and held it in 2 quarters. The position peaked at $438K in Q4 2019. 101 funds tracked by Wall St. Rank hold FGD as of Q1 2020.

  • LexAurum Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2020 after selling out during the quarter.
  • LexAurum Advisors sold 17,559 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2020, an estimated $438K.
  • LexAurum Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2019 and held it in 2 quarters.
  • LexAurum Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $438K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2020.

Based on LexAurum Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.