United Capital Financial Advisors
FGD icon

United Capital Financial Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

United Capital Financial Advisors’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
2017
Q3 		– Sell
-8,750
Closed -$219K – 1318
2017
Q2 		$219K Sell
8,750
-1,754
-17% -$43.8K ﹤0.01% 1177
2017
Q1 		$258K Buy
+10,504
New +$254K ﹤0.01% 1097

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BJ
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Bank of America
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UBS Group
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United Capital Financial Advisors's FGD Position: Q3 2017 in Review

United Capital Financial Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2017, closing a stake of 8,750 shares — an estimated $219K sold.

United Capital Financial Advisors first reported a position in FGD in Q1 2017 and held it in 2 quarters. The position peaked at $258K in Q1 2017. 74 funds tracked by Wall St. Rank hold FGD as of Q3 2017.

  • United Capital Financial Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,750 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2017, an estimated $219K.
  • United Capital Financial Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2017 and held it in 2 quarters.
  • United Capital Financial Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $258K in Q1 2017.
  • 74 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2017.

Based on United Capital Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.