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

Pinnacle Private Wealth’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 Q2	$274K	Buy	12,622 +3,576	+40%	+$85.9K	0.11%	212
2022 Q1	$229K	Buy	+9,046	New	+$231K	0.07%	260

Other funds holding FGD

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

AWM

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

PNC

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

Pinnacle Private Wealth's FGD Position: Q2 2022 in Review

Pinnacle Private Wealth increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 40% in Q2 2022, buying an estimated $85.9K and bringing the position to 12,622 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #212.

Pinnacle Private Wealth first reported a position in FGD in Q1 2022 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold FGD as of Q2 2022.

Pinnacle Private Wealth held 12,622 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $274K as of Q2 2022.
Pinnacle Private Wealth bought 3,576 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2022, an estimated $85.9K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.11% of Pinnacle Private Wealth's portfolio in Q2 2022, its #212 holding.
Pinnacle Private Wealth first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2022 and has held it in 2 quarters since.
124 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.