Worth Financial Advisory Group’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 | $305K | Hold |
11,071
| – | – | 0.19% | 114 |
|
|
2025
Q1 | $268K | Hold |
11,071
| – | – | 0.17% | 133 |
|
|
2024
Q4 | $246K | Sell |
11,071
-425
| -4% | -$9.45K | 0.15% | 133 |
|
|
2024
Q3 | $280K | Buy |
11,496
+1,265
| +12% | +$30.8K | 0.16% | 131 |
|
|
2024
Q2 | $228K | Buy |
10,231
+74
| +0.7% | +$1.65K | 0.15% | 132 |
|
|
2024
Q1 | $231K | Buy |
10,157
+15
| +0.1% | +$342 | 0.16% | 125 |
|
|
2023
Q4 | $226K | Hold |
10,142
| – | – | 0.18% | 119 |
|
|
2023
Q3 | $209K | Buy |
10,142
+155
| +2% | +$3.2K | 0.19% | 115 |
|
|
2023
Q2 | $214K | Hold |
9,987
| – | – | 0.2% | 112 |
|
|
2023
Q1 | $221K | Buy |
+9,987
| New | +$221K | 0.21% | 112 |
|