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

SeaCrest 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
2022 Q3	–	Sell	-4,209	Closed	-$92K	–	909
2022 Q2	$92K	Buy	+4,209	New	+$101K	0.01%	894
2019 Q2	–	Sell	-2,090	Closed	-$49K	–	954
2019 Q1	$49K	Hold	2,090	–	–	0.01%	946
2018 Q4	$46K	Buy	+2,090	New	+$49.2K	0.01%	926

Other funds holding FGD

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SeaCrest Wealth Management's FGD Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2022, closing a stake of 4,209 shares — an estimated $92K sold.

SeaCrest Wealth Management first reported a position in FGD in Q4 2018 and held it in 3 quarters. The position peaked at $92K in Q2 2022. 119 funds tracked by Wall St. Rank hold FGD as of Q3 2022.

SeaCrest Wealth Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 4,209 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2022, an estimated $92K.
SeaCrest Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2018 and held it in 3 quarters.
SeaCrest Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $92K in Q2 2022.
119 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.