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

Maple Capital 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
2021 Q2	–	Sell	-8,190	Closed	-$206K	–	107
2021 Q1	$206K	Sell	8,190 -1,400	-15%	-$33.5K	0.03%	94
2020 Q4	$210K	Sell	9,590 -2,000	-17%	-$40.6K	0.03%	97
2020 Q3	$238K	Sell	11,590 -2,615	-18%	-$48.4K	0.04%	94
2020 Q2	$255K	Sell	14,205 -9,570	-40%	-$165K	0.05%	88
2020 Q1	$378K	Sell	23,775 -450	-2%	-$9.93K	0.09%	70
2019 Q4	$604K	Sell	24,225 -100	-0.4%	-$2.4K	0.12%	75
2019 Q3	$558K	Sell	24,325 -200	-0.8%	-$4.51K	0.12%	73
2019 Q2	$564K	Sell	24,525 -4,200	-15%	-$98.4K	0.13%	71
2019 Q1	$670K	Buy	28,725 +5,850	+26%	+$137K	0.16%	63
2018 Q4	$500K	Sell	22,875 -2,000	-8%	-$47K	0.13%	77
2018 Q3	$624K	Buy	24,875 +1,600	+7%	+$40.3K	0.14%	75
2018 Q2	$576K	Buy	23,275 +3,375	+17%	+$87.3K	0.14%	78
2018 Q1	$509K	Buy	19,900 +2,850	+17%	+$75.5K	0.13%	85
2017 Q4	$449K	Sell	17,050 -50	-0.3%	-$1.29K	0.12%	90
2017 Q3	$441K	Buy	17,100 +7,100	+71%	+$181K	0.12%	89
2017 Q2	$250K	Buy	+10,000	New	+$249K	0.07%	119

Other funds holding FGD

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

AWM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

PNC

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Maple Capital Management's FGD Position: Q2 2021 in Review

Maple Capital Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2021, closing a stake of 8,190 shares — an estimated $206K sold.

Maple Capital Management first reported a position in FGD in Q2 2017 and held it in 16 quarters. The position peaked at $670K in Q1 2019. 104 funds tracked by Wall St. Rank hold FGD as of Q2 2021.

Maple Capital Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2021 after selling out during the quarter.
Maple Capital Management sold 8,190 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2021, an estimated $206K.
Maple Capital Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2017 and held it in 16 quarters.
Maple Capital Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $670K in Q1 2019.
104 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2021.

Based on Maple Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.