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MWPCG
Measured Wealth Private Client Group’s
First Trust Dow Jones Global Select Dividend Index Fund
FGD
Stock Holding History
Measured Wealth Private Client Group’s Portfolio
FGD Stock Details
FGD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-11,372
Closed
-$211K
–
171
2022
Q3
$211K
Sell
11,372
-10,619
-48%
-$225K
0.09%
137
2022
Q2
$478K
Sell
21,991
-9,525
-30%
-$229K
0.21%
73
2022
Q1
$799K
Sell
31,516
-20,822
-40%
-$532K
0.29%
42
2021
Q4
$1.31M
Sell
52,338
-18,527
-26%
-$470K
0.46%
33
2021
Q3
$1.77M
Sell
70,865
-92,393
-57%
-$2.38M
0.68%
26
2021
Q2
$4.24M
Sell
163,258
-6,093
-4%
-$161K
1.35%
14
2021
Q1
$4.26M
Buy
169,351
+993
+0.6%
+$23.8K
1.51%
13
2020
Q4
$3.69M
Buy
168,358
+15,933
+10%
+$324K
1.54%
13
2020
Q3
$2.72M
Buy
152,425
+26,279
+21%
+$486K
1.32%
12
2020
Q2
$2.27M
Buy
126,146
+6,776
+6%
+$117K
1.32%
10
2020
Q1
$1.9M
Buy
119,370
+294
+0.2%
+$6.49K
1.48%
11
2019
Q4
$2.97M
Buy
119,076
+18,033
+18%
+$433K
1.98%
9
2019
Q3
$2.32M
Buy
101,043
+44,886
+80%
+$1.01M
1.5%
14
2019
Q2
$1.29M
Buy
+56,157
New
+$1.32M
0.75%
25
Other funds holding FGD
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
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
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
PNC
Park National Corp
Newark, Ohio
$3.57B AUM
22.83%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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