MWM
FGD icon

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

MBE Wealth 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
2020
Q2 		– Sell
-1,864
Closed -$29K – 203
2020
Q1 		$29K Buy
+1,864
New +$41.1K 0.03% 173

Other funds holding FGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MBE Wealth Management's FGD Position: Q2 2020 in Review

MBE Wealth Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2020, closing a stake of 1,864 shares — an estimated $29K sold.

MBE Wealth Management first reported a position in FGD in Q1 2020 and held it in 1 quarter. The position peaked at $29K in Q1 2020. 90 funds tracked by Wall St. Rank hold FGD as of Q2 2020.

  • MBE Wealth Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,864 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2020, an estimated $29K.
  • MBE Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $29K in Q1 2020.
  • 90 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.