FWM
ForthRight Wealth Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
176,385
+30,147
| +21% | +$830K | 1.51% | 16 |
|
|
2025
Q1 | $3.54M | Buy |
146,238
+691
| +0.5% | +$16.7K | 1.18% | 16 |
|
|
2024
Q4 | $3.24M | Buy |
145,547
+2,423
| +2% | +$53.9K | 1.08% | 16 |
|
|
2024
Q3 | $3.49M | Buy |
143,124
+1,230
| +0.9% | +$30K | 1.16% | 16 |
|
|
2024
Q2 | $3.17M | Sell |
141,894
-1,628
| -1% | -$36.4K | 1.14% | 18 |
|
|
2024
Q1 | $3.27M | Sell |
143,522
-5,835
| -4% | -$133K | 1.17% | 17 |
|
|
2023
Q4 | $3.32M | Buy |
149,357
+1,432
| +1% | +$31.9K | 1.29% | 17 |
|
|
2023
Q3 | $3.05M | Sell |
147,925
-5,580
| -4% | -$115K | 1.31% | 16 |
|
|
2023
Q2 | $3.29M | Sell |
153,505
-11,428
| -7% | -$245K | 1.38% | 15 |
|
|
2023
Q1 | $3.65M | Sell |
164,933
-15,433
| -9% | -$341K | 1.67% | 14 |
|
|
2022
Q4 | $3.96M | Buy |
180,366
+3,839
| +2% | +$84.4K | 2.03% | 14 |
|
|
2022
Q3 | $3.27M | Buy |
176,527
+4,851
| +3% | +$89.9K | 1.92% | 14 |
|
|
2022
Q2 | $3.73M | Sell |
171,676
-7,340
| -4% | -$160K | 2.07% | 14 |
|
|
2022
Q1 | $4.54M | Buy |
179,016
+52,824
| +42% | +$1.34M | 2.34% | 12 |
|
|
2021
Q4 | $3.17M | Sell |
126,192
-5,879
| -4% | -$148K | 1.73% | 11 |
|
|
2021
Q3 | $3.3M | Buy |
132,071
+1,503
| +1% | +$37.6K | 2% | 10 |
|
|
2021
Q2 | $3.39M | Sell |
130,568
-1,633
| -1% | -$42.4K | 2.15% | 11 |
|
|
2021
Q1 | $3.32M | Sell |
132,201
-17,449
| -12% | -$439K | 2.26% | 11 |
|
|
2020
Q4 | $3.28M | Buy |
+149,650
| New | +$3.28M | 2.58% | 9 |
|