Tennessee Valley Asset Management Partners’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Tennessee Valley Asset Management Partners’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 Q1	–	Sell	-555	Closed	-$12.4K	–	338
2023 Q4	$12.4K	Buy	+555	New	+$11.7K	﹤0.01%	419

Other funds holding FGD

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tennessee Valley Asset Management Partners's FGD Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2024, closing a stake of 555 shares — an estimated $12.4K sold.

Tennessee Valley Asset Management Partners first reported a position in FGD in Q4 2023 and held it in 1 quarter. The position peaked at $12.4K in Q4 2023. 127 funds tracked by Wall St. Rank hold FGD as of Q1 2024.

Tennessee Valley Asset Management Partners reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2024 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 555 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2024, an estimated $12.4K.
Tennessee Valley Asset Management Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2023 and held it in 1 quarter.
Tennessee Valley Asset Management Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $12.4K in Q4 2023.
127 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.