Foundations Investment Advisors’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 | $346K | Buy |
12,572
+225
| +2% | +$6.2K | 0.01% | 697 |
|
|
2025
Q1 | $299K | Sell |
12,347
-4,535
| -27% | -$110K | 0.01% | 711 |
|
|
2024
Q4 | $375K | Sell |
16,882
-441
| -3% | -$9.81K | 0.01% | 600 |
|
|
2024
Q3 | $422K | Buy |
17,323
+1,061
| +7% | +$25.8K | 0.01% | 555 |
|
|
2024
Q2 | $363K | Sell |
16,262
-2,262
| -12% | -$50.5K | 0.01% | 568 |
|
|
2024
Q1 | $422K | Sell |
18,524
-97
| -0.5% | -$2.21K | 0.01% | 508 |
|
|
2023
Q4 | $414K | Sell |
18,621
-17,644
| -49% | -$393K | 0.01% | 480 |
|
|
2023
Q3 | $747K | Buy |
36,265
+15,006
| +71% | +$309K | 0.02% | 321 |
|
|
2023
Q2 | $456K | Buy |
21,259
+9,207
| +76% | +$197K | 0.02% | 380 |
|
|
2023
Q1 | $266K | Sell |
12,052
-3,288
| -21% | -$72.7K | 0.01% | 417 |
|
|
2022
Q4 | $337K | Buy |
+15,340
| New | +$337K | 0.01% | 327 |
|