Financial Advocates Investment Management’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 | $302K | Buy |
+10,950
| New | +$302K | 0.02% | 494 |
|
2025
Q1 | – | Sell |
-12,204
| Closed | -$271K | – | 724 |
|
2024
Q4 | $271K | Sell |
12,204
-27
| -0.2% | -$600 | 0.02% | 624 |
|
2024
Q3 | $298K | Sell |
12,231
-101
| -0.8% | -$2.46K | 0.02% | 597 |
|
2024
Q2 | $275K | Buy |
12,332
+665
| +6% | +$14.9K | 0.02% | 593 |
|
2024
Q1 | $266K | Buy |
11,667
+67
| +0.6% | +$1.53K | 0.02% | 625 |
|
2023
Q4 | $258K | Buy |
+11,600
| New | +$258K | 0.02% | 609 |
|