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Retirement Financial Solutions’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-521
Closed -$11.5K – 89
2022
Q4 		$11.5K Buy
+521
New +$10.8K 0.01% 129

Other funds holding FGD

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Retirement Financial Solutions's FGD Position: Q1 2023 in Review

Retirement Financial Solutions sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2023, closing a stake of 521 shares — an estimated $11.5K sold.

Retirement Financial Solutions first reported a position in FGD in Q4 2022 and held it in 1 quarter. The position peaked at $11.5K in Q4 2022. 126 funds tracked by Wall St. Rank hold FGD as of Q1 2023.

  • Retirement Financial Solutions reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 521 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2023, an estimated $11.5K.
  • Retirement Financial Solutions first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $11.5K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.