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

Northwest 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
2019 Q2	–	Sell	-2,796	Closed	-$65K	–	237
2019 Q1	$65K	Sell	2,796 -371	-12%	-$8.68K	0.05%	197
2018 Q4	$69K	Hold	3,167	–	–	0.06%	177
2018 Q3	$79K	Buy	3,167 +45	+1%	+$1.13K	0.06%	175
2018 Q2	$77K	Hold	3,122	–	–	0.06%	175
2018 Q1	$80K	Buy	+3,122	New	+$82.8K	0.06%	167

Other funds holding FGD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwest Wealth Management's FGD Position: Q2 2019 in Review

Northwest Wealth Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2019, closing a stake of 2,796 shares — an estimated $65K sold.

Northwest Wealth Management first reported a position in FGD in Q1 2018 and held it in 5 quarters. The position peaked at $80K in Q1 2018. 95 funds tracked by Wall St. Rank hold FGD as of Q2 2019.

Northwest Wealth Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 2,796 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2019, an estimated $65K.
Northwest Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $80K in Q1 2018.
95 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.