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

ShoreHaven Wealth Partners’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 Q2	–	Sell	-43,467	Closed	-$1.1M	–	75
2022 Q1	$1.1M	Sell	43,467 -22,337	-34%	-$571K	0.58%	38
2021 Q4	$1.65M	Buy	65,804 +1,143	+2%	+$29K	0.82%	28
2021 Q3	$1.62M	Buy	64,661 +11,292	+21%	+$291K	0.84%	28
2021 Q2	$1.38M	Buy	53,369 +6,001	+13%	+$159K	0.74%	27
2021 Q1	$1.19M	Sell	47,368 -4,735	-9%	-$113K	0.65%	33
2020 Q4	$1.14M	Buy	+52,103	New	+$1.06M	0.64%	32

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC

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

ShoreHaven Wealth Partners's FGD Position: Q2 2022 in Review

ShoreHaven Wealth Partners sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2022, closing a stake of 43,467 shares — an estimated $1.1M sold.

ShoreHaven Wealth Partners first reported a position in FGD in Q4 2020 and held it in 6 quarters. The position peaked at $1.65M in Q4 2021. 124 funds tracked by Wall St. Rank hold FGD as of Q2 2022.

ShoreHaven Wealth Partners reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2022 after selling out during the quarter.
ShoreHaven Wealth Partners sold 43,467 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2022, an estimated $1.1M.
ShoreHaven Wealth Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2020 and held it in 6 quarters.
ShoreHaven Wealth Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.65M in Q4 2021.
124 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2022.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2022, filed 1 Aug 2022.