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

WFG Advisors’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
Q2 		$115K Sell
4,584
-492
-10% -$12.3K 0.03% 501
2017
Q1 		$125K Buy
5,076
+2
+0% +$48 0.03% 430
2016
Q4 		$118K Sell
5,074
-396
-7% -$9.14K 0.03% 482
2016
Q3 		$129K Buy
5,470
+4
+0.1% +$92 0.03% 466
2016
Q2 		$122K Buy
5,466
+9
+0.2% +$204 0.03% 451
2016
Q1 		$123K Sell
5,457
-98
-2% -$2.09K 0.04% 428
2015
Q4 		$121K Buy
5,555
+2,804
+102% +$62.9K 0.04% 421
2015
Q3 		$59K Buy
2,751
+406
+17% +$9.46K 0.02% 594
2015
Q2 		$58K Buy
2,345
+1,207
+106% +$31.4K 0.02% 681
2015
Q1 		$29K Sell
1,138
-1,831
-62% -$47.1K 0.01% 881
2014
Q4 		$75K Sell
2,969
-4,068
-58% -$107K 0.02% 731
2014
Q3 		$187K Buy
7,037
+2,274
+48% +$64.4K 0.04% 464
2014
Q2 		$139K Buy
4,763
+60
+1% +$1.73K 0.03% 546
2014
Q1 		$131K Buy
4,703
+14
+0.3% +$377 0.03% 548
2013
Q4 		$127K Buy
4,689
+35
+0.8% +$931 0.02% 652
2013
Q3 		$120K Buy
4,654
+850
+22% +$21K 0.02% 649
2013
Q2 		$88K Buy
+3,804
New +$94K 0.01% 702

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
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

WFG Advisors's FGD Position: Q2 2017 in Review

WFG Advisors reduced its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 9.7% in Q2 2017, selling an estimated $12.3K and leaving 4,584 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #501.

WFG Advisors first reported a position in FGD in Q2 2013 and has held it in 17 quarters since. The position peaked at $187K in Q3 2014. 74 funds tracked by Wall St. Rank hold FGD as of Q2 2017.

  • WFG Advisors held 4,584 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $115K as of Q2 2017.
  • WFG Advisors sold 492 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2017, an estimated $12.3K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #501 holding.
  • WFG Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $187K in Q3 2014.
  • 74 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.