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 $530B AUM 22.01% 1-Year Est. Return

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

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

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

Bank of America

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

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

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

Kabarec Financial Advisors Palatine, Illinois $131M AUM

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

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