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

Regal 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
2017
Q1 		– Sell
-17,000
Closed -$396K – 268
2016
Q4 		$396K Sell
17,000
-2,493
-13% -$57.6K 0.11% 172
2016
Q3 		$458K Sell
19,493
-2,393
-11% -$55.3K 0.13% 163
2016
Q2 		$487K Sell
21,886
-556
-2% -$12.6K 0.13% 160
2016
Q1 		$506K Sell
22,442
-38
-0.2% -$811 0.14% 147
2015
Q4 		$489K Sell
22,480
-2,228
-9% -$50K 0.13% 153
2015
Q3 		$533K Sell
24,708
-7,783
-24% -$181K 0.14% 144
2015
Q2 		$797K Buy
32,491
+1,084
+3% +$28.2K 0.22% 111
2015
Q1 		$794K Sell
31,407
-976
-3% -$25.1K 0.2% 124
2014
Q4 		$822K Sell
32,383
-1,746
-5% -$45.8K 0.22% 114
2014
Q3 		$908K Buy
34,129
+1,097
+3% +$31.1K 0.27% 96
2014
Q2 		$964K Buy
33,032
+848
+3% +$24.4K 0.34% 83
2014
Q1 		$896K Buy
32,184
+8,821
+38% +$238K 0.38% 83
2013
Q4 		$633K Sell
23,363
-12,338
-35% -$328K 0.36% 88
2013
Q3 		$917K Sell
35,701
-7,876
-18% -$194K 0.54% 72
2013
Q2 		$1.01M Buy
+43,577
New +$1.08M 0.56% 59

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
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Regal Investment Advisors's FGD Position: Q1 2017 in Review

Regal Investment Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2017, closing a stake of 17,000 shares — an estimated $396K sold.

Regal Investment Advisors first reported a position in FGD in Q2 2013 and held it in 15 quarters. The position peaked at $1.01M in Q2 2013. 69 funds tracked by Wall St. Rank hold FGD as of Q1 2017.

  • Regal Investment Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2017 after selling out during the quarter.
  • Regal Investment Advisors sold 17,000 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2017, an estimated $396K.
  • Regal Investment Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2013 and held it in 15 quarters.
  • Regal Investment Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.01M in Q2 2013.
  • 69 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2017.

Based on Regal Investment Advisors's 13F filing for Q1 2017, filed 12 May 2017.