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

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

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

AWM

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $3.69B AUM 18.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Realta Investment Advisors's FGD Position: Q4 2024 in Review

Realta Investment Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2024, closing a stake of 214 shares — an estimated $5.14K sold.

Realta Investment Advisors first reported a position in FGD in Q3 2022 and held it in 7 quarters. The position peaked at $93K in Q3 2022. 137 funds tracked by Wall St. Rank hold FGD as of Q4 2024.

Realta Investment Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2024 after selling out during the quarter.
Realta Investment Advisors sold 214 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2024, an estimated $5.14K.
Realta Investment Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2022 and held it in 7 quarters.
Realta Investment Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $93K in Q3 2022.
137 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.