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

Sugarloaf 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
2021 Q1	–	Sell	-300	Closed	-$7K	–	760
2020 Q4	$7K	Hold	300	–	–	﹤0.01%	507
2020 Q3	$5K	Sell	300 -54	-15%	-$999	﹤0.01%	515
2020 Q2	$6K	Hold	354	–	–	﹤0.01%	495
2020 Q1	$6K	Hold	354	–	–	﹤0.01%	488
2019 Q4	$9K	Buy	+354	New	+$8.5K	﹤0.01%	474

Other funds holding FGD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

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

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWPCG

Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sugarloaf Wealth Management's FGD Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2021, closing a stake of 300 shares — an estimated $7K sold.

Sugarloaf Wealth Management first reported a position in FGD in Q4 2019 and held it in 5 quarters. The position peaked at $9K in Q4 2019. 98 funds tracked by Wall St. Rank hold FGD as of Q1 2021.

Sugarloaf Wealth Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 300 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2021, an estimated $7K.
Sugarloaf Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2019 and held it in 5 quarters.
Sugarloaf Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $9K in Q4 2019.
98 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.