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

Peterson 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
2019 Q1	–	Sell	-16,563	Closed	-$362K	–	42
2018 Q4	$362K	Sell	16,563 -7,203	-30%	-$169K	0.29%	25
2018 Q3	$597K	Sell	23,766 -7	-0%	-$176	0.44%	23
2018 Q2	$588K	Sell	23,773 -3,995	-14%	-$103K	0.48%	22
2018 Q1	$711K	Sell	27,768 -4,307	-13%	-$114K	0.59%	24
2017 Q4	$845K	Buy	+32,075	New	+$830K	0.76%	24

Other funds holding FGD

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

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

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

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

AWM

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Peterson Wealth Advisors's FGD Position: Q1 2019 in Review

Peterson Wealth Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2019, closing a stake of 16,563 shares — an estimated $362K sold.

Peterson Wealth Advisors first reported a position in FGD in Q4 2017 and held it in 5 quarters. The position peaked at $845K in Q4 2017. 97 funds tracked by Wall St. Rank hold FGD as of Q1 2019.

Peterson Wealth Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2019 after selling out during the quarter.
Peterson Wealth Advisors sold 16,563 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2019, an estimated $362K.
Peterson Wealth Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2017 and held it in 5 quarters.
Peterson Wealth Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $845K in Q4 2017.
97 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2019.

Based on Peterson Wealth Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.