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	–	1258
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 $617B AUM 30.33% 1-Year Est. Return

AWM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

PNC

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's FGD Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2021, closing a stake of 2,120 shares — an estimated $56K sold.

Sowell Financial Services first reported a position in FGD in Q1 2019 and held it in 8 quarters. The position peaked at $272K in Q1 2019. 104 funds tracked by Wall St. Rank hold FGD as of Q2 2021.

Sowell Financial Services reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 2,120 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2021, an estimated $56K.
Sowell Financial Services first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2019 and held it in 8 quarters.
Sowell Financial Services's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $272K in Q1 2019.
104 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.