Trueblood Wealth Management’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 | $2.27M | Buy |
82,346
+8,369
| +11% | +$230K | 0.95% | 16 |
|
|
2025
Q1 | $1.79M | Buy |
73,977
+9,316
| +14% | +$225K | 0.83% | 26 |
|
|
2024
Q4 | $1.44M | Buy |
64,661
+429
| +0.7% | +$9.54K | 0.71% | 35 |
|
|
2024
Q3 | $1.56M | Buy |
64,232
+11,792
| +22% | +$287K | 0.79% | 30 |
|
|
2024
Q2 | $1.17M | Buy |
52,440
+4,624
| +10% | +$103K | 0.66% | 41 |
|
|
2024
Q1 | $1.09M | Sell |
47,816
-8,322
| -15% | -$189K | 0.62% | 47 |
|
|
2023
Q4 | $1.25M | Buy |
+56,138
| New | +$1.25M | 0.78% | 33 |
|