HFP
FGD icon

Holistic Financial Partners’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Holistic Financial Partners’s Portfolio FGD Stock Details FGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$306K Hold
9,577
– – 0.11% 95
2025
Q4 		$290K Hold
9,577
– – 0.11% 98
2025
Q3 		$275K Hold
9,577
– – 0.11% 107
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% -$5.94K 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 +$218K 0.15% 97

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Bank of America
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Raymond James Financial
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FMLI
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UBS Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return