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Winslow Evans & Crocker’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$47K Buy
2,150
+1,650
+330% +$33.5K 0.01% 611
2020
Q3 		$9K Hold
500
– – ﹤0.01% 775
2020
Q2 		$9K Hold
500
– – ﹤0.01% 757
2020
Q1 		$8K Hold
500
– – ﹤0.01% 747
2019
Q4 		$14K Buy
500
+100
+25% +$2.4K ﹤0.01% 732
2019
Q3 		$10K Hold
400
– – ﹤0.01% 806
2019
Q2 		$10K Sell
400
-350
-47% -$8.2K ﹤0.01% 819
2019
Q1 		$20K Sell
750
-176
-19% -$4.12K 0.01% 658
2018
Q4 		$22K Sell
926
-1,060
-53% -$24.9K 0.01% 610
2018
Q3 		$52K Buy
1,986
+110
+6% +$2.77K 0.02% 477
2018
Q2 		$48K Hold
1,876
– – 0.02% 501
2018
Q1 		$48K Sell
1,876
-124
-6% -$3.29K 0.02% 487
2017
Q4 		$52.7K Hold
2,000
– – 0.02% 481
2017
Q3 		$51.6K Sell
2,000
-3,275
-62% -$83.4K 0.02% 469
2017
Q2 		$132K Sell
5,275
-1
-0% -$25 0.04% 381
2017
Q1 		$129K Buy
5,276
+3,136
+147% +$75.9K 0.04% 369
2016
Q4 		$49.9K Buy
2,140
+214
+11% +$4.94K 0.02% 534
2016
Q3 		$45.2K Buy
1,926
+50
+3% +$1.15K 0.01% 562
2016
Q2 		$41.8K Buy
1,876
+1
+0.1% +$23 0.01% 555
2016
Q1 		$42.3K Sell
1,875
-1
-0.1% -$21 0.01% 541
2015
Q4 		$40.8K Buy
1,876
+100
+6% +$2.25K 0.01% 575
2015
Q3 		$38.3K Buy
1,776
+100
+6% +$2.33K 0.01% 560
2015
Q2 		$41.1K Buy
1,676
+230
+16% +$5.98K 0.01% 591
2015
Q1 		$36.5K Sell
1,446
-600
-29% -$15.4K 0.01% 605
2014
Q4 		$51.9K Sell
2,046
-600
-23% -$15.7K 0.01% 532
2014
Q3 		$70.4K Buy
2,646
+71
+3% +$2.01K 0.02% 494
2014
Q2 		$75.1K Buy
2,575
+250
+11% +$7.2K 0.02% 428
2014
Q1 		$64.8K Hold
2,325
– – 0.02% 441
2013
Q4 		$63K Buy
+2,325
New +$61.9K 0.02% 475

Other funds holding FGD

Wells Fargo
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
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Winslow Evans & Crocker's FGD Position: Q4 2020 in Review

Winslow Evans & Crocker increased its First Trust Dow Jones Global Select Dividend Index Fund (FGD) stake by 330% in Q4 2020, buying an estimated $33.5K and bringing the position to 2,150 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #611.

Winslow Evans & Crocker first reported a position in FGD in Q4 2013 and has held it in 29 quarters since. The position peaked at $132K in Q2 2017. 92 funds tracked by Wall St. Rank hold FGD as of Q4 2020.

  • Winslow Evans & Crocker held 2,150 shares of First Trust Dow Jones Global Select Dividend Index Fund worth $47K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,650 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2020, an estimated $33.5K.
  • First Trust Dow Jones Global Select Dividend Index Fund made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #611 holding.
  • Winslow Evans & Crocker first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $132K in Q2 2017.
  • 92 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.