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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-595
Closed -$13K 522
2015
Q4
$13K Buy
595
+330
+125% +$7.41K 0.01% 287
2015
Q3
$6K Hold
265
0.01% 286
2015
Q2
$7K Sell
265
-330
-55% -$8.58K 0.01% 255
2015
Q1
$15K Hold
595
0.01% 224
2014
Q4
$15K Buy
+595
New +$15.6K 0.01% 212

Other funds holding FGD

US Financial Advisors's FGD Position: Q1 2016 in Review

US Financial Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2016, closing a stake of 595 shares — an estimated $13K sold.

US Financial Advisors first reported a position in FGD in Q4 2014 and held it in 5 quarters. The position peaked at $15K in Q1 2015. 77 funds tracked by Wall St. Rank hold FGD as of Q1 2016.

  • US Financial Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 595 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2016, an estimated $13K.
  • US Financial Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2014 and held it in 5 quarters.
  • US Financial Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $15K in Q1 2015.
  • 77 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.