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

Vantage Investment 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
2018 Q3	$17K	Hold	673	–	–	﹤0.01%	455
2018 Q2	$17K	Hold	673	–	–	﹤0.01%	448
2018 Q1	$17K	Hold	673	–	–	﹤0.01%	451
2017 Q4	$18K	Hold	673	–	–	﹤0.01%	464
2017 Q3	$17K	Hold	673	–	–	﹤0.01%	467
2017 Q2	$17K	Hold	673	–	–	﹤0.01%	453
2017 Q1	$17K	Hold	673	–	–	0.01%	425
2016 Q4	$16K	Hold	673	–	–	0.01%	436
2016 Q3	$16K	Hold	673	–	–	0.01%	419
2016 Q2	$15K	Hold	673	–	–	0.01%	457
2016 Q1	$15K	Hold	673	–	–	0.01%	446
2015 Q4	$15K	Hold	673	–	–	0.01%	432
2015 Q3	$15K	Hold	673	–	–	0.01%	418
2015 Q2	$17K	Sell	673 -673	-50%	-$17.5K	0.01%	401
2015 Q1	$34K	Buy	1,346 +673	+100%	+$17.3K	0.01%	401
2014 Q4	$17K	Hold	673	–	–	0.01%	413
2014 Q3	$18K	Hold	673	–	–	0.01%	378
2014 Q2	$20K	Buy	+673	New	+$19.4K	0.01%	374

Other funds holding FGD

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Vantage Investment Advisors's FGD Position: Q3 2018 in Review

Vantage Investment Advisors held its First Trust Dow Jones Global Select Dividend Index Fund (FGD) position steady in Q3 2018 at 673 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Vantage Investment Advisors first reported a position in FGD in Q2 2014 and has held it in 18 quarters since. The position peaked at $34K in Q1 2015. 84 funds tracked by Wall St. Rank hold FGD as of Q3 2018.

Vantage Investment Advisors held 673 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $17K as of Q3 2018.
Vantage Investment Advisors left its First Trust Dow Jones Global Select Dividend Index Fund share count unchanged in Q3 2018.
First Trust Dow Jones Global Select Dividend Index Fund made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #455 holding.
Vantage Investment Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2014 and has held it in 18 quarters since.
Vantage Investment Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $34K in Q1 2015.
84 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.