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Orion Portfolio Solutions’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-49,088
Closed -$1.09M – 1639
2023
Q1 		$1.09M Sell
49,088
-37,554
-43% -$858K 0.01% 836
2022
Q4 		$1.9M Buy
86,642
+23,270
+37% +$483K 0.07% 200
2022
Q3 		$1.18M Buy
63,372
+30,202
+91% +$641K 0.05% 225
2022
Q2 		$721K Buy
+33,170
New +$796K 0.03% 314
2020
Q3 		– Sell
-39
Closed -$1K – 965
2020
Q2 		$1K Sell
39
-18,630
-100% -$322K ﹤0.01% 1965
2020
Q1 		$297K Buy
+18,669
New +$412K 0.02% 259

Other funds holding FGD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return