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
2025 Q3	$275K	Hold
2025 Q2	$264K	Hold
2025 Q1	$232K	Hold
2024 Q4	$213K	Hold
2024 Q3	$233K	Hold
2024 Q2	$214K	Hold
2024 Q1	$218K	Sell
2023 Q4	$219K	Hold
2023 Q3	$203K	Hold
2023 Q2	$211K	Buy