VFS
FGD icon

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

VSR Financial Services’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
2014
Q4 		– Sell
-10,284
Closed -$274K – 586
2014
Q3 		$274K Buy
10,284
+67
+0.7% +$1.9K 0.03% 470
2014
Q2 		$298K Buy
+10,217
New +$294K 0.04% 435
2014
Q1 		– Sell
-19,095
Closed -$517K – 589
2013
Q4 		$517K Buy
19,095
+907
+5% +$24.1K 0.08% 304
2013
Q3 		$467K Buy
18,188
+4,384
+32% +$108K 0.08% 298
2013
Q2 		$319K Buy
+13,804
New +$341K 0.06% 353

Other funds holding FGD

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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return