Summit Financial Wealth Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Summit Financial Wealth 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
2015 Q1	–	Sell	-2,930	Closed	-$74K	–	240
2014 Q4	$74K	Buy	+2,930	New	+$76.8K	0.05%	101

Other funds holding FGD

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

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

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

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

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

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

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

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

Summit Financial Wealth Advisors's FGD Position: Q1 2015 in Review

Summit Financial Wealth Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2015, closing a stake of 2,930 shares — an estimated $74K sold.

Summit Financial Wealth Advisors first reported a position in FGD in Q4 2014 and held it in 1 quarter. The position peaked at $74K in Q4 2014. 80 funds tracked by Wall St. Rank hold FGD as of Q1 2015.

Summit Financial Wealth Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2015 after selling out during the quarter.
Summit Financial Wealth Advisors sold 2,930 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2015, an estimated $74K.
Summit Financial Wealth Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2014 and held it in 1 quarter.
Summit Financial Wealth Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $74K in Q4 2014.
80 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.