Holistic Financial Partners’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 | $264K | Hold |
9,577
| – | – | 0.12% | 100 |
|
|
2025
Q1 | $232K | Hold |
9,577
| – | – | 0.11% | 103 |
|
|
2024
Q4 | $213K | Hold |
9,577
| – | – | 0.11% | 108 |
|
|
2024
Q3 | $233K | Hold |
9,577
| – | – | 0.11% | 102 |
|
|
2024
Q2 | $214K | Hold |
9,577
| – | – | 0.11% | 108 |
|
|
2024
Q1 | $218K | Sell |
9,577
-268
| -3% | -$6.1K | 0.11% | 120 |
|
|
2023
Q4 | $219K | Hold |
9,845
| – | – | 0.13% | 107 |
|
|
2023
Q3 | $203K | Hold |
9,845
| – | – | 0.13% | 100 |
|
|
2023
Q2 | $211K | Buy |
+9,845
| New | +$211K | 0.15% | 97 |
|