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

Private Capital Group’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
-246
Closed -$5K – 2239
2018
Q4 		$5K Sell
246
-165
-40% -$3.88K ﹤0.01% 1611
2018
Q3 		$10K Buy
+411
New +$10.3K ﹤0.01% 1454

Other funds holding FGD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Private Capital Group's FGD Position: Q1 2019 in Review

Private Capital Group sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2019, closing a stake of 246 shares — an estimated $5K sold.

Private Capital Group first reported a position in FGD in Q3 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 97 funds tracked by Wall St. Rank hold FGD as of Q1 2019.

  • Private Capital Group reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2019 after selling out during the quarter.
  • Private Capital Group sold 246 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2019, an estimated $5K.
  • Private Capital Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2018 and held it in 2 quarters.
  • Private Capital Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $10K in Q3 2018.
  • 97 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2019.

Based on Private Capital Group's 13F filing for Q1 2019, filed 26 Apr 2019.