CIA
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Cape Investment Advisory’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Cape Investment Advisory’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
2023
Q4 		– Sell
-250
Closed -$5.15K – 1152
2023
Q3 		$5.15K Hold
250
– – ﹤0.01% 666
2023
Q2 		$5.36K Buy
+250
New +$5.53K ﹤0.01% 643

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AWM
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UBS Group
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FMLI
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Bank of America
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PNC
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