Patriot Financial Group Insurance Agency’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q1	–	Sell	-510	Closed	-$13K	–	2108
2021 Q4	$13K	Sell	510 -1,034	-67%	-$26.2K	﹤0.01%	1377
2021 Q3	$39K	Buy	1,544 +21	+1%	+$541	0.01%	952
2021 Q2	$40K	Buy	+1,523	New	+$40.2K	0.01%	909

Other funds holding FGD

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

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

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

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

AWM

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FGD Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2022, closing a stake of 510 shares — an estimated $13K sold.

Patriot Financial Group Insurance Agency first reported a position in FGD in Q2 2021 and held it in 3 quarters. The position peaked at $40K in Q2 2021. 124 funds tracked by Wall St. Rank hold FGD as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 510 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2022, an estimated $13K.
Patriot Financial Group Insurance Agency first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2021 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $40K in Q2 2021.
124 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.