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

WealthPLAN 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
2023 Q3	–	Sell	-985	Closed	-$21.1K	–	572
2023 Q2	$21.1K	Hold	985	–	–	﹤0.01%	666
2023 Q1	$21.8K	Buy	+985	New	+$22.5K	﹤0.01%	707
2016 Q3	$29.4K	Sell	1,265 -1,265	-50%	-$29.2K	0.01%	414
2016 Q2	$28.2K	Buy	+2,530	New	+$57.3K	﹤0.01%	1201
2015 Q4	$47.2K	Buy	+6,495	New	+$146K	0.01%	644
2015 Q2	$127K	Sell	5,165 -24,536	-83%	-$638K	0.06%	109
2015 Q1	$751K	Buy	+29,701	New	+$763K	0.35%	53

Other funds holding FGD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WealthPLAN Partners's FGD Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2023, closing a stake of 985 shares — an estimated $21.1K sold.

WealthPLAN Partners first reported a position in FGD in Q1 2015 and held it in 7 quarters. The position peaked at $751K in Q1 2015. 122 funds tracked by Wall St. Rank hold FGD as of Q3 2023.

WealthPLAN Partners reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 985 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2023, an estimated $21.1K.
WealthPLAN Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $751K in Q1 2015.
122 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.