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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LifePro Asset Management's FGD Position: Q4 2023 in Review

LifePro Asset Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2023, closing a stake of 9,929 shares — an estimated $205K sold.

LifePro Asset Management first reported a position in FGD in Q3 2021 and held it in 9 quarters. The position peaked at $295K in Q4 2021. 129 funds tracked by Wall St. Rank hold FGD as of Q4 2023.

LifePro Asset Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2023 after selling out during the quarter.
LifePro Asset Management sold 9,929 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2023, an estimated $205K.
LifePro Asset Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2021 and held it in 9 quarters.
LifePro Asset Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $295K in Q4 2021.
129 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2023.

Based on LifePro Asset Management's 13F filing for Q4 2023, filed 15 Feb 2024.