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LifePro Asset Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

LifePro Asset Management’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
2023
Q4 		– Sell
-9,929
Closed -$205K – 111
2023
Q3 		$205K Sell
9,929
-575
-5% -$12.4K 0.17% 97
2023
Q2 		$225K Sell
10,504
-677
-6% -$15K 0.17% 93
2023
Q1 		$246K Hold
11,181
– – 0.18% 94
2022
Q4 		$246K Sell
11,181
-220
-2% -$4.57K 0.18% 93
2022
Q3 		$211K Sell
11,401
-185
-2% -$3.93K 0.12% 75
2022
Q2 		$252K Sell
11,586
-26
-0.2% -$624 0.13% 99
2022
Q1 		$294K Sell
11,612
-150
-1% -$3.83K 0.11% 97
2021
Q4 		$295K Buy
11,762
+224
+2% +$5.68K 0.09% 99
2021
Q3 		$288K Buy
+11,538
New +$297K 0.09% 82

Other funds holding FGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return