Authentikos Wealth Advisory’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,362
| Closed | -$453K | – | 67 |
|
|
2024
Q4 | $453K | Sell |
20,362
-1,361
| -6% | -$30.3K | 0.45% | 48 |
|
|
2024
Q3 | $529K | Buy |
+21,723
| New | +$529K | 0.51% | 46 |
|
|
2024
Q2 | – | Sell |
-19,541
| Closed | -$445K | – | 48 |
|
|
2024
Q1 | $445K | Sell |
19,541
-641
| -3% | -$14.6K | 0.45% | 41 |
|
|
2023
Q4 | $449K | Sell |
20,182
-2,904
| -13% | -$64.6K | 0.48% | 41 |
|
|
2023
Q3 | $476K | Sell |
23,086
-120
| -0.5% | -$2.47K | 0.46% | 40 |
|
|
2023
Q2 | $498K | Sell |
23,206
-3,086
| -12% | -$66.2K | 0.47% | 42 |
|
|
2023
Q1 | $578K | Buy |
+26,292
| New | +$578K | 0.58% | 30 |
|