Waverly Advisors’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 | $814K | Buy |
29,542
+1,856
| +7% | +$51.1K | 0.01% | 669 |
|
|
2025
Q1 | $670K | Sell |
27,686
-581
| -2% | -$14.1K | 0.01% | 701 |
|
|
2024
Q4 | $629K | Buy |
28,267
+595
| +2% | +$13.2K | 0.01% | 625 |
|
|
2024
Q3 | $674K | Sell |
27,672
-1,306
| -5% | -$31.8K | 0.01% | 523 |
|
|
2024
Q2 | $647K | Sell |
28,978
-1,329
| -4% | -$29.7K | 0.01% | 520 |
|
|
2024
Q1 | $690K | Buy |
+30,307
| New | +$690K | 0.02% | 422 |
|