Meitav Investment House’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Meitav Investment House’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 Q3	–	Sell	-8,711	Closed	-$187K	–	394
2023 Q2	$187K	Sell	8,711 -630	-7%	-$13.9K	﹤0.01%	350
2023 Q1	$212K	Buy	+9,341	New	+$213K	﹤0.01%	345

Other funds holding FGD

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

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

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

AWM

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

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

Meitav Investment House's FGD Position: Q3 2023 in Review

Meitav Investment House sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2023, closing a stake of 8,711 shares — an estimated $187K sold.

Meitav Investment House first reported a position in FGD in Q1 2023 and held it in 2 quarters. The position peaked at $212K in Q1 2023. 122 funds tracked by Wall St. Rank hold FGD as of Q3 2023.

Meitav Investment House reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 8,711 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2023, an estimated $187K.
Meitav Investment House first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2023 and held it in 2 quarters.
Meitav Investment House's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $212K in Q1 2023.
122 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.