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

Sowell Financial Services’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 Q2	–	Sell	-2,120	Closed	-$56K	–	1259
2021 Q1	$56K	Buy	2,120 +2,050	+2,929%	+$49K	﹤0.01%	1608
2020 Q4	$2K	Hold	70	–	–	﹤0.01%	2459
2020 Q3	$1K	Hold	70	–	–	﹤0.01%	2358
2020 Q2	$1K	Sell	70 -5,128	-99%	-$88.5K	﹤0.01%	2289
2020 Q1	$83K	Buy	5,198 +43	+0.8%	+$949	0.01%	905
2019 Q4	$129K	Buy	5,155 +43	+0.8%	+$1.03K	0.01%	833
2019 Q3	$117K	Buy	+5,112	New	+$115K	0.01%	784
2019 Q1	$272K	Buy	+11,665	New	+$273K	0.03%	470

Other funds holding FGD

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Park National Corp Newark, Ohio $3.28B AUM 19.7% 1-Year Est. Return

Bank of America

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return