Stonebridge Capital Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Stonebridge Capital Advisors’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	-155	Closed	-$4K	–	962
2022 Q1	$4K	Buy	+155	New	+$3.96K	﹤0.01%	800

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

Stonebridge Capital Advisors's FGD Position: Q2 2022 in Review

Stonebridge Capital Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2022, closing a stake of 155 shares — an estimated $4K sold.

Stonebridge Capital Advisors first reported a position in FGD in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 124 funds tracked by Wall St. Rank hold FGD as of Q2 2022.

Stonebridge Capital Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2022 after selling out during the quarter.
Stonebridge Capital Advisors sold 155 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2022, an estimated $4K.
Stonebridge Capital Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2022 and held it in 1 quarter.
Stonebridge Capital Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $4K in Q1 2022.
124 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.