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

Private Portfolio Partners’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
2024 Q4	–	Sell	-10,495	Closed	-$256K	–	302
2024 Q3	$256K	Sell	10,495 -199	-2%	-$4.66K	0.05%	251
2024 Q2	$239K	Sell	10,694 -384	-3%	-$8.79K	0.19%	77
2024 Q1	$252K	Sell	11,078 -5,732	-34%	-$127K	0.05%	238
2023 Q4	$374K	Sell	16,810 -3,669	-18%	-$77.2K	0.09%	176
2023 Q3	$422K	Sell	20,479 -12,026	-37%	-$259K	0.11%	152
2023 Q2	$697K	Buy	32,505 +591	+2%	+$13.1K	0.18%	93
2023 Q1	$706K	Buy	+31,914	New	+$729K	0.19%	90

Other funds holding FGD

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

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

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

AWM

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 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

PNC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Private Portfolio Partners's FGD Position: Q4 2024 in Review

Private Portfolio Partners sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2024, closing a stake of 10,495 shares — an estimated $256K sold.

Private Portfolio Partners first reported a position in FGD in Q1 2023 and held it in 7 quarters. The position peaked at $706K in Q1 2023. 137 funds tracked by Wall St. Rank hold FGD as of Q4 2024.

Private Portfolio Partners reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2024 after selling out during the quarter.
Private Portfolio Partners sold 10,495 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2024, an estimated $256K.
Private Portfolio Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2023 and held it in 7 quarters.
Private Portfolio Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $706K in Q1 2023.
137 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.