RIA
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Realta Investment Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Realta Investment 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
2024
Q4 		– Sell
-214
Closed -$5.14K – 359
2024
Q3 		$5.14K Sell
214
-947
-82% -$22.2K ﹤0.01% 319
2024
Q2 		$25.9K Buy
1,161
+22
+2% +$504 0.01% 590
2024
Q1 		$25.9K Buy
+1,139
New +$25.2K 0.01% 612
2023
Q4 		– Sell
-3,809
Closed -$81.7K – 531
2023
Q3 		$81.7K Hold
3,809
– – 0.02% 480
2023
Q2 		$81.7K Buy
+3,809
New +$84.3K 0.02% 508
2023
Q1 		– Sell
-3,779
Closed -$83.1K – 537
2022
Q4 		$83.1K Sell
3,779
-1,216
-24% -$25.2K 0.02% 506
2022
Q3 		$93K Buy
+4,995
New +$106K 0.02% 461

Other funds holding FGD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return