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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

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AWM
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FMLI
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return