W
FGD icon

WealthOne’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

WealthOne’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
2019
Q1 		– Sell
-5,462
Closed -$119K – 227
2018
Q4 		$119K Buy
+5,462
New +$128K 0.1% 107

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthOne's FGD Position: Q1 2019 in Review

WealthOne sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q1 2019, closing a stake of 5,462 shares — an estimated $119K sold.

WealthOne first reported a position in FGD in Q4 2018 and held it in 1 quarter. The position peaked at $119K in Q4 2018. 97 funds tracked by Wall St. Rank hold FGD as of Q1 2019.

  • WealthOne reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 5,462 First Trust Dow Jones Global Select Dividend Index Fund shares in Q1 2019, an estimated $119K.
  • WealthOne first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2018 and held it in 1 quarter.
  • WealthOne's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $119K in Q4 2018.
  • 97 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.