Atria Wealth Solutions’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+7,709
| New | +$214K | ﹤0.01% | 1355 |
|
|
2024
Q4 | – | Sell |
-8,992
| Closed | -$219K | – | 1983 |
|
|
2024
Q3 | $219K | Hold |
8,992
| – | – | ﹤0.01% | 1711 |
|
|
2024
Q2 | $201K | Sell |
8,992
-811
| -8% | -$18.1K | ﹤0.01% | 1755 |
|
|
2024
Q1 | $223K | Sell |
9,803
-10,428
| -52% | -$237K | ﹤0.01% | 1742 |
|
|
2023
Q4 | $450K | Buy |
20,231
+7,562
| +60% | +$168K | 0.01% | 1259 |
|
|
2023
Q3 | $261K | Buy |
12,669
+136
| +1% | +$2.8K | ﹤0.01% | 1504 |
|
|
2023
Q2 | $269K | Sell |
12,533
-10,855
| -46% | -$233K | ﹤0.01% | 1506 |
|
|
2023
Q1 | $517K | Sell |
23,388
-2,817
| -11% | -$62.3K | 0.01% | 1108 |
|
|
2022
Q4 | $576K | Sell |
26,205
-11,488
| -30% | -$253K | 0.01% | 997 |
|
|
2022
Q3 | $699K | Buy |
37,693
+13,325
| +55% | +$247K | 0.01% | 856 |
|
|
2022
Q2 | $529K | Buy |
24,368
+555
| +2% | +$12K | 0.01% | 921 |
|
|
2022
Q1 | $604K | Buy |
+23,813
| New | +$604K | 0.01% | 963 |
|