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

V Wealth 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
-330
Closed -$8K – 375
2017
Q2 		$8K Buy
+330
New +$8.23K ﹤0.01% 602

Other funds holding FGD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HL Financial Services
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

V Wealth Advisors's FGD Position: Q3 2017 in Review

V Wealth Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2017, closing a stake of 330 shares — an estimated $8K sold.

V Wealth Advisors first reported a position in FGD in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 74 funds tracked by Wall St. Rank hold FGD as of Q3 2017.

  • V Wealth Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 330 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2017, an estimated $8K.
  • V Wealth Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $8K in Q2 2017.
  • 74 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.