Ownership history in ForthRight Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 176,771 | +2,124 | +1.2% | 1.54% | $5.4M | $30.27 |
| 2025 Q3 | REDUCED | 174,647 | -1,738 | -1.0% | 1.46% | $5.0M | $28.15 |
| 2025 Q2 | ADDED | 176,385 | +30,147 | +20.6% | 1.51% | $4.9M | $26.54 |
| 2025 Q1 | ADDED | 146,238 | +691 | +0.5% | 1.18% | $3.5M | $22.91 |
| 2024 Q4 | ADDED | 145,547 | +2,423 | +1.7% | 1.08% | $3.2M | $20.96 |
| 2024 Q3 | ADDED | 143,124 | +1,230 | +0.9% | 1.16% | $3.5M | $22.57 |
| 2024 Q2 | REDUCED | 141,894 | -1,628 | -1.1% | 1.14% | $3.2M | $20.40 |
| 2024 Q1 | REDUCED | 143,522 | -5,835 | -3.9% | 1.17% | $3.3M | $20.30 |
| 2023 Q4 | ADDED | 149,357 | +1,432 | +1.0% | 1.29% | $3.3M | $19.83 |
| 2023 Q3 | REDUCED | 147,925 | -5,580 | -3.6% | 1.31% | $3.0M | $17.98 |
As of 2025 Q4 — sorted by position size