Robertson Stephens Wealth Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Robertson Stephens Wealth Management’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
2021 Q3	–	Sell	-12,624	Closed	-$327K	–	321
2021 Q2	$327K	Hold	12,624	–	–	0.04%	256
2021 Q1	$317K	Hold	12,624	–	–	0.05%	227
2020 Q4	$276K	Hold	12,624	–	–	0.06%	202
2020 Q3	$225K	Sell	12,624 -1	-0%	-$19	0.06%	213
2020 Q2	$227K	Hold	12,625	–	–	0.07%	166
2020 Q1	$201K	Hold	12,625	–	–	0.07%	171
2019 Q4	$314K	Sell	12,625 -803	-6%	-$19.3K	0.16%	84
2019 Q3	$308K	Buy	+13,428	New	+$303K	0.16%	93

Other funds holding FGD

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

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

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

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Royal Bank of Canada

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