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

WealthShield’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
2017 Q4	$100K	Buy	+3,776	New	+$97.7K	0.06%	139

Other funds holding FGD

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

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

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

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

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

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

KFA

Kabarec Financial Advisors Palatine, Illinois $131M AUM

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

RJA

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

WealthShield's FGD Position: Q4 2017 in Review

WealthShield opened a new position in First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2017: 3,776 shares worth $100K. The stake represents 0.06% of the portfolio and ranks #139 among its holdings.

92 funds tracked by Wall St. Rank hold FGD as of Q4 2017.

WealthShield held 3,776 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $100K as of Q4 2017.
First Trust Dow Jones Global Select Dividend Index Fund was a new WealthShield position in Q4 2017.
First Trust Dow Jones Global Select Dividend Index Fund made up 0.06% of WealthShield's portfolio in Q4 2017, its #139 holding.
92 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.