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

PCG Wealth 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
2022 Q4	–	Sell	-18,920	Closed	-$351K	–	123
2022 Q3	$351K	Buy	18,920 +1,375	+8%	+$29.2K	0.13%	91
2022 Q2	$381K	Sell	17,545 -4,223	-19%	-$101K	0.27%	60
2022 Q1	$552K	Buy	+21,768	New	+$556K	0.35%	45

Other funds holding FGD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PNC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCG Wealth Advisors's FGD Position: Q4 2022 in Review

PCG Wealth Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2022, closing a stake of 18,920 shares — an estimated $351K sold.

PCG Wealth Advisors first reported a position in FGD in Q1 2022 and held it in 3 quarters. The position peaked at $552K in Q1 2022. 131 funds tracked by Wall St. Rank hold FGD as of Q4 2022.

PCG Wealth Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2022 after selling out during the quarter.
PCG Wealth Advisors sold 18,920 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2022, an estimated $351K.
PCG Wealth Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2022 and held it in 3 quarters.
PCG Wealth Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $552K in Q1 2022.
131 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2022.

Based on PCG Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.