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 $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return