Triad Wealth 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
Q1
Sell
-12,569
Closed -$280K 215
2024
Q4
$280K Sell
12,569
-5,239
-29% -$117K 0.1% 146
2024
Q3
$434K Buy
17,808
+5,295
+42% +$129K 0.23% 45
2024
Q2
$279K Buy
+12,513
New +$279K 0.15% 70