Geneos Wealth Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.6K | Buy |
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|
2025
Q2 | $9.64K | Sell |
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|
2025
Q1 | $16.9K | Buy |
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|
2024
Q4 | $7.78K | Hold |
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|
2024
Q3 | $8.52K | Hold |
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|
2024
Q2 | $7.82K | Hold |
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|
2024
Q1 | $7.97K | Hold |
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|
2023
Q4 | $7.79K | Hold |
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|
2023
Q3 | $7.21K | Hold |
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|
2023
Q2 | $7.5K | Hold |
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|
2023
Q1 | $7.74K | Hold |
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|
2022
Q4 | $7.69K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $117K | Hold |
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|
2022
Q1 | $136K | Sell |
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|
2021
Q4 | $180K | Hold |
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|
2021
Q3 | $179K | Hold |
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|
2021
Q2 | $187K | Hold |
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|
2021
Q1 | $185K | Hold |
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|
2020
Q4 | $181K | Sell |
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|
2020
Q3 | $128K | Hold |
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|
2020
Q2 | $128K | Hold |
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|
2020
Q1 | $115K | Hold |
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|
2019
Q4 | $182K | Sell |
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|
2019
Q3 | $171K | Sell |
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|
2019
Q2 | $225K | Sell |
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|
2019
Q1 | $238K | Buy |
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|
2018
Q4 | $203K | Buy |
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|
2018
Q3 | $194K | Sell |
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|
2018
Q2 | $200K | Buy |
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|
2018
Q1 | $207K | Buy |
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|
2017
Q4 | $213K | Buy |
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|
2017
Q3 | $208K | Buy |
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|
2017
Q2 | $144K | Buy |
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|
2017
Q1 | $139K | Buy |
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|
2016
Q4 | $127K | Sell |
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|
2016
Q3 | $138K | Buy |
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|
2016
Q2 | $131K | Sell |
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|
2016
Q1 | $172K | Buy |
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