Wealthspire Advisors (Maryland)’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q2	–	Sell	-22	Closed	-$1K	–	2475
2018 Q1	$1K	Sell	22 -528	-96%	-$14K	﹤0.01%	2327
2017 Q4	$14K	Hold	550	–	–	﹤0.01%	1453
2017 Q3	$14K	Hold	550	–	–	﹤0.01%	1433
2017 Q2	$14K	Buy	+550	New	+$13.7K	﹤0.01%	1392

Other funds holding FGD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

KFA

Kabarec Financial Advisors Palatine, Illinois $131M AUM

PNC

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

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FGD Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2018, closing a stake of 22 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in FGD in Q2 2017 and held it in 4 quarters. The position peaked at $14K in Q4 2017. 82 funds tracked by Wall St. Rank hold FGD as of Q2 2018.

Wealthspire Advisors (Maryland) reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 22 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2018, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2017 and held it in 4 quarters.
Wealthspire Advisors (Maryland)'s First Trust Dow Jones Global Select Dividend Index Fund position peaked at $14K in Q4 2017.
82 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.