Advisornet Financial’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5K | Buy |
490
+147
| +43% | +$6.16K | ﹤0.01% | 1239 |
|
|
2025
Q1 | $14.9K | Sell |
343
-155
| -31% | -$6.73K | ﹤0.01% | 1276 |
|
|
2024
Q4 | $20K | Hold |
498
| – | – | ﹤0.01% | 1121 |
|
|
2024
Q3 | $20.9K | Hold |
498
| – | – | ﹤0.01% | 1173 |
|
|
2024
Q2 | $18.9K | Hold |
498
| – | – | ﹤0.01% | 1101 |
|
|
2024
Q1 | $19.2K | Hold |
498
| – | – | ﹤0.01% | 1083 |
|
|
2023
Q4 | $17.9K | Hold |
498
| – | – | ﹤0.01% | 1121 |
|
|
2023
Q3 | $16.7K | Sell |
498
-2
| -0.4% | -$67 | ﹤0.01% | 1091 |
|
|
2023
Q2 | $17K | Buy |
+500
| New | +$17K | ﹤0.01% | 1149 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$4K | – | 1939 |
|
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 1646 |
|
|
2021
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 1678 |
|
|
2021
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1688 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1614 |
|
|
2021
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1567 |
|
|
2020
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1487 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1472 |
|
|
2020
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1504 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1559 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1618 |
|
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1621 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1456 |
|
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1371 |
|
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1304 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1327 |
|
|
2018
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1339 |
|
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1268 |
|
|
2017
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1146 |
|