WealthBridge Capital 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 | $1.53M | Buy |
55,409
+1,069
| +2% | +$29.4K | 0.39% | 54 |
|
2025
Q1 | $1.32M | Buy |
54,340
+7,055
| +15% | +$171K | 0.37% | 60 |
|
2024
Q4 | $1.05M | Buy |
47,285
+5,459
| +13% | +$121K | 0.29% | 64 |
|
2024
Q3 | $1.02M | Buy |
41,826
+6,003
| +17% | +$146K | 0.29% | 66 |
|
2024
Q2 | $800K | Buy |
35,823
+1,369
| +4% | +$30.6K | 0.26% | 70 |
|
2024
Q1 | $785K | Buy |
34,454
+5,517
| +19% | +$126K | 0.26% | 68 |
|
2023
Q4 | $644K | Buy |
28,937
+884
| +3% | +$19.7K | 0.24% | 78 |
|
2023
Q3 | $578K | Buy |
28,053
+4,835
| +21% | +$99.7K | 0.24% | 79 |
|
2023
Q2 | $498K | Sell |
23,218
-1,473
| -6% | -$31.6K | 0.2% | 90 |
|
2023
Q1 | $546K | Sell |
24,691
-611
| -2% | -$13.5K | 0.22% | 89 |
|
2022
Q4 | $556K | Buy |
25,302
+8,652
| +52% | +$190K | 0.23% | 85 |
|
2022
Q3 | $362K | Hold |
16,650
| – | – | 0.15% | 125 |
|
2022
Q2 | $362K | Buy |
+16,650
| New | +$362K | 0.15% | 125 |
|
2019
Q2 | – | Sell |
-1,156
| Closed | -$27K | – | 359 |
|
2019
Q1 | $27K | Hold |
1,156
| – | – | 0.02% | 400 |
|
2018
Q4 | $25K | Buy |
+1,156
| New | +$25K | 0.02% | 362 |
|