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

Spire 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
2024 Q2	–	Sell	-724	Closed	-$16.5K	–	2276
2024 Q1	$16.5K	Hold	724	–	–	﹤0.01%	1571
2023 Q4	$15.7K	Hold	724	–	–	﹤0.01%	1612
2023 Q3	$14.9K	Hold	724	–	–	﹤0.01%	1609
2023 Q2	$15.5K	Hold	724	–	–	﹤0.01%	1675
2023 Q1	$16K	Buy	+724	New	+$16.5K	﹤0.01%	1696
2022 Q3	–	Sell	-724	Closed	-$16K	–	2317
2022 Q2	$16K	Hold	724	–	–	﹤0.01%	1749
2022 Q1	$18K	Sell	724 -699	-49%	-$17.9K	﹤0.01%	1846
2021 Q4	$36K	Sell	1,423 -1,645	-54%	-$41.7K	﹤0.01%	1871
2021 Q3	$77K	Hold	3,068	–	–	﹤0.01%	1294
2021 Q2	$80K	Buy	3,068 +8	+0.3%	+$211	﹤0.01%	1283
2021 Q1	$77K	Buy	+3,060	New	+$73.2K	﹤0.01%	1509

Other funds holding FGD

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

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

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

AWM

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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

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

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

PNC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Spire Wealth Management's FGD Position: Q2 2024 in Review

Spire Wealth Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2024, closing a stake of 724 shares — an estimated $16.5K sold.

Spire Wealth Management first reported a position in FGD in Q1 2021 and held it in 11 quarters. The position peaked at $80K in Q2 2021. 127 funds tracked by Wall St. Rank hold FGD as of Q2 2024.

Spire Wealth Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 724 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2024, an estimated $16.5K.
Spire Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $80K in Q2 2021.
127 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.