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

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 $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Measured Wealth Private Client Group's FGD Position: Q4 2022 in Review

Measured Wealth Private Client Group sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2022, closing a stake of 11,372 shares — an estimated $211K sold.

Measured Wealth Private Client Group first reported a position in FGD in Q2 2019 and held it in 14 quarters. The position peaked at $4.26M in Q1 2021. 131 funds tracked by Wall St. Rank hold FGD as of Q4 2022.

Measured Wealth Private Client Group reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2022 after selling out during the quarter.
Measured Wealth Private Client Group sold 11,372 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2022, an estimated $211K.
Measured Wealth Private Client Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2019 and held it in 14 quarters.
Measured Wealth Private Client Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $4.26M in Q1 2021.
131 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2022, filed 23 Jan 2023.