Oliver Lagore Vanvalin Investment Group’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023 Q3	–	Sell	-356	Closed	-$7.63K	–	862
2023 Q2	$7.63K	Buy	+356	New	+$7.88K	﹤0.01%	513

Other funds holding FGD

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AWM

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FGD Position: Q3 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2023, closing a stake of 356 shares — an estimated $7.63K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in FGD in Q2 2023 and held it in 1 quarter. The position peaked at $7.63K in Q2 2023. 122 funds tracked by Wall St. Rank hold FGD as of Q3 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 356 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2023, an estimated $7.63K.
Oliver Lagore Vanvalin Investment Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2023 and held it in 1 quarter.
Oliver Lagore Vanvalin Investment Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $7.63K in Q2 2023.
122 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2023, filed 9 Nov 2023.