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

Sunflower Bank 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
2020 Q3	$437K	Sell	24,550 -3,765	-13%	-$69.7K	0.15%	75
2020 Q2	$509K	Sell	28,315 -4,765	-14%	-$82.2K	0.17%	71
2020 Q1	$527K	Buy	33,080 +285	+0.9%	+$6.29K	0.2%	65
2019 Q4	$818K	Buy	32,795 +25	+0.1%	+$600	0.25%	59
2019 Q3	$751K	Sell	32,770 -1,250	-4%	-$28.2K	0.24%	67
2019 Q2	$782K	Sell	34,020 -85	-0.2%	-$1.99K	0.25%	64
2019 Q1	$795K	Buy	34,105 +660	+2%	+$15.4K	0.24%	62
2018 Q4	$731K	Buy	33,445 +1,866	+6%	+$43.9K	0.23%	65
2018 Q3	$792K	Hold	31,579	–	–	0.22%	70
2018 Q2	$781K	Buy	31,579 +1,884	+6%	+$48.7K	0.23%	69
2018 Q1	$760K	Buy	29,695 +845	+3%	+$22.4K	0.21%	75
2017 Q4	$760K	Buy	+28,850	New	+$747K	0.2%	70

Other funds holding FGD

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

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

AWM

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

PNC

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

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

Sunflower Bank Wealth Management's FGD Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 13% in Q3 2020, selling an estimated $69.7K and leaving 24,550 shares worth $437K. The position accounts for 0.15% of the portfolio, ranked #75.

Sunflower Bank Wealth Management first reported a position in FGD in Q4 2017 and has held it in 12 quarters since. The position peaked at $818K in Q4 2019. 90 funds tracked by Wall St. Rank hold FGD as of Q3 2020.

Sunflower Bank Wealth Management held 24,550 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $437K as of Q3 2020.
Sunflower Bank Wealth Management sold 3,765 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2020, an estimated $69.7K.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.15% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #75 holding.
Sunflower Bank Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2017 and has held it in 12 quarters since.
Sunflower Bank Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $818K in Q4 2019.
90 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.