NNP
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Nachman Norwood & Parrott’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-1,223
Closed -$22K – 515
2020
Q3 		$22K Buy
+1,223
New +$22.6K ﹤0.01% 604

Other funds holding FGD

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nachman Norwood & Parrott's FGD Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2020, closing a stake of 1,223 shares — an estimated $22K sold.

Nachman Norwood & Parrott first reported a position in FGD in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 92 funds tracked by Wall St. Rank hold FGD as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 1,223 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2020, an estimated $22K.
  • Nachman Norwood & Parrott first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $22K in Q3 2020.
  • 92 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.