Gladstone Institutional Advisory’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 | $593K | Buy |
21,541
+8,658
| +67% | +$238K | 0.02% | 450 |
|
|
2025
Q1 | $312K | Buy |
+12,883
| New | +$312K | 0.01% | 578 |
|
|
2020
Q1 | – | Sell |
-12,201
| Closed | -$304K | – | 282 |
|
|
2019
Q4 | $304K | Buy |
12,201
+755
| +7% | +$18.8K | 0.07% | 188 |
|
|
2019
Q3 | $262K | Sell |
11,446
-8,092
| -41% | -$185K | 0.07% | 224 |
|
|
2019
Q2 | $449K | Buy |
+19,538
| New | +$449K | 0.14% | 150 |
|