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TRUADVICE’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

TRUADVICE’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
Q3 		– Sell
-9,033
Closed -$232K – 181
2021
Q2 		$232K Buy
+9,033
New +$239K 0.05% 281

Other funds holding FGD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TRUADVICE's FGD Position: Q3 2021 in Review

TRUADVICE sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2021, closing a stake of 9,033 shares — an estimated $232K sold.

TRUADVICE first reported a position in FGD in Q2 2021 and held it in 1 quarter. The position peaked at $232K in Q2 2021. 106 funds tracked by Wall St. Rank hold FGD as of Q3 2021.

  • TRUADVICE reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 9,033 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2021, an estimated $232K.
  • TRUADVICE first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2021 and held it in 1 quarter.
  • TRUADVICE's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $232K in Q2 2021.
  • 106 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.