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

OneDigital Investment Advisors’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 Q4	–	Sell	-12,073	Closed	-$249K	–	1115
2023 Q3	$249K	Sell	12,073 -77	-0.6%	-$1.66K	0.01%	865
2023 Q2	$260K	Sell	12,150 -579	-5%	-$12.8K	0.01%	873
2023 Q1	$281K	Sell	12,729 -199	-2%	-$4.55K	0.01%	807
2022 Q4	$284K	Hold	12,928	–	–	0.01%	689
2022 Q3	$240K	Hold	12,928	–	–	0.01%	658
2022 Q2	$281K	Sell	12,928 -7,779	-38%	-$187K	0.01%	576
2022 Q1	$525K	Sell	20,707 -5,520	-21%	-$141K	0.02%	432
2021 Q4	$659K	Buy	26,227 +37	+0.1%	+$938	0.02%	364
2021 Q3	$655K	Buy	26,190 +106	+0.4%	+$2.73K	0.03%	354
2021 Q2	$677K	Buy	+26,084	New	+$689K	0.03%	333

Other funds holding FGD

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

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

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

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 $1.72B AUM 29.29% 1-Year Est. Return

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

PNC

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

OneDigital Investment Advisors's FGD Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2023, closing a stake of 12,073 shares — an estimated $249K sold.

OneDigital Investment Advisors first reported a position in FGD in Q2 2021 and held it in 10 quarters. The position peaked at $677K in Q2 2021. 129 funds tracked by Wall St. Rank hold FGD as of Q4 2023.

OneDigital Investment Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 12,073 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2023, an estimated $249K.
OneDigital Investment Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2021 and held it in 10 quarters.
OneDigital Investment Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $677K in Q2 2021.
129 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.