Wealthcare Advisory Partners’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-1,429	Closed	-$36K	–	976
2021 Q1	$36K	Buy	+1,429	New	+$34.2K	﹤0.01%	991
2020 Q2	–	Sell	-36,740	Closed	-$585K	–	668
2020 Q1	$585K	Sell	36,740 -9,189	-20%	-$203K	0.09%	131
2019 Q4	$1.15M	Buy	45,929 +5,666	+14%	+$136K	0.15%	90
2019 Q3	$923K	Buy	40,263 +2,729	+7%	+$61.5K	0.13%	92
2019 Q2	$863K	Buy	37,534 +15,801	+73%	+$370K	0.14%	95
2019 Q1	$507K	Buy	21,733 +13,604	+167%	+$318K	0.09%	133
2018 Q4	$178K	Buy	8,129 +5,248	+182%	+$123K	0.03%	219
2018 Q3	$72K	Buy	2,881 +13	+0.5%	+$327	0.01%	393
2018 Q2	$71K	Sell	2,868 -174	-6%	-$4.5K	0.01%	395
2018 Q1	$78K	Buy	3,042 +6	+0.2%	+$159	0.02%	319
2017 Q4	$80K	Buy	3,036 +16	+0.5%	+$414	0.02%	297
2017 Q3	$78K	Buy	+3,020	New	+$76.9K	0.02%	248

Other funds holding FGD

Wells Fargo San Francisco, California $617B AUM 30.33% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

PNC

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wealthcare Advisory Partners's FGD Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2021, closing a stake of 1,429 shares — an estimated $36K sold.

Wealthcare Advisory Partners first reported a position in FGD in Q3 2017 and held it in 12 quarters. The position peaked at $1.15M in Q4 2019. 104 funds tracked by Wall St. Rank hold FGD as of Q2 2021.

Wealthcare Advisory Partners reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,429 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2021, an estimated $36K.
Wealthcare Advisory Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $1.15M in Q4 2019.
104 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.