Tyler-Stone Wealth Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Tyler-Stone 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
2023 Q3	–	Sell	-575	Closed	-$12K	–	921
2023 Q2	$12K	Buy	+575	New	+$12.7K	0.01%	565
2022 Q4	$13K	Hold	575	–	–	0.01%	508
2022 Q3	$11K	Hold	575	–	–	0.01%	519
2022 Q2	$13K	Hold	575	–	–	0.01%	511
2022 Q1	$15K	Hold	575	–	–	0.01%	500
2021 Q4	$14K	Buy	+575	New	+$14.6K	0.01%	538

Other funds holding FGD

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

AWM

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Tyler-Stone Wealth Management's FGD Position: Q3 2023 in Review

Tyler-Stone Wealth Management sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2023, closing a stake of 575 shares — an estimated $12K sold.

Tyler-Stone Wealth Management first reported a position in FGD in Q4 2021 and held it in 6 quarters. The position peaked at $15K in Q1 2022. 122 funds tracked by Wall St. Rank hold FGD as of Q3 2023.

Tyler-Stone Wealth Management reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 575 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2023, an estimated $12K.
Tyler-Stone Wealth Management first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2021 and held it in 6 quarters.
Tyler-Stone Wealth Management's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $15K in Q1 2022.
122 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.