Measured Wealth Private Client Group’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
2022
Q4
Sell
-11,372
Closed -$211K 171
2022
Q3
$211K Sell
11,372
-10,619
-48% -$225K 0.09% 137
2022
Q2
$478K Sell
21,991
-9,525
-30% -$229K 0.21% 73
2022
Q1
$799K Sell
31,516
-20,822
-40% -$532K 0.29% 42
2021
Q4
$1.31M Sell
52,338
-18,527
-26% -$470K 0.46% 33
2021
Q3
$1.77M Sell
70,865
-92,393
-57% -$2.38M 0.68% 26
2021
Q2
$4.24M Sell
163,258
-6,093
-4% -$161K 1.35% 14
2021
Q1
$4.26M Buy
169,351
+993
+0.6% +$23.8K 1.51% 13
2020
Q4
$3.69M Buy
168,358
+15,933
+10% +$324K 1.54% 13
2020
Q3
$2.72M Buy
152,425
+26,279
+21% +$486K 1.32% 12
2020
Q2
$2.27M Buy
126,146
+6,776
+6% +$117K 1.32% 10
2020
Q1
$1.9M Buy
119,370
+294
+0.2% +$6.49K 1.48% 11
2019
Q4
$2.97M Buy
119,076
+18,033
+18% +$433K 1.98% 9
2019
Q3
$2.32M Buy
101,043
+44,886
+80% +$1.01M 1.5% 14
2019
Q2
$1.29M Buy
+56,157
New +$1.32M 0.75% 25

Other funds holding FGD