Concurrent Investment Advisors’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
Q2 | $984K | Buy |
35,735
+5,277
| +17% | +$145K | 0.02% | 596 |
|
|
2025
Q1 | $737K | Buy |
30,458
+3
| +0% | +$73 | 0.02% | 623 |
|
|
2024
Q4 | $677K | Sell |
30,455
-64
| -0.2% | -$1.42K | 0.02% | 583 |
|
|
2024
Q3 | $743K | Sell |
30,519
-2,274
| -7% | -$55.4K | 0.02% | 526 |
|
|
2024
Q2 | $732K | Sell |
32,793
-163
| -0.5% | -$3.64K | 0.02% | 499 |
|
|
2024
Q1 | $750K | Sell |
32,956
-1,136
| -3% | -$25.9K | 0.03% | 439 |
|
|
2023
Q4 | $759K | Buy |
+34,092
| New | +$759K | 0.04% | 385 |
|