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The Family Firm’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

The Family Firm’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
Q3 		– Sell
-2,343
Closed -$52.3K – 427
2024
Q2 		$52.3K Buy
+2,343
New +$53.6K 0.01% 390

Other funds holding FGD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

The Family Firm's FGD Position: Q3 2024 in Review

The Family Firm sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2024, closing a stake of 2,343 shares — an estimated $52.3K sold.

The Family Firm first reported a position in FGD in Q2 2024 and held it in 1 quarter. The position peaked at $52.3K in Q2 2024. 127 funds tracked by Wall St. Rank hold FGD as of Q3 2024.

  • The Family Firm reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 2,343 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2024, an estimated $52.3K.
  • The Family Firm first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2024 and held it in 1 quarter.
  • The Family Firm's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $52.3K in Q2 2024.
  • 127 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.