Advisors Preferred’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-135,340
| Closed | -$3.63M | – | 203 |
|
|
2016
Q2 | $3.63M | Sell |
135,340
-15,925
| -11% | -$427K | 2.11% | 13 |
|
|
2016
Q1 | $3.88M | Buy |
+151,265
| New | +$3.88M | 1.93% | 15 |
|
|
2014
Q4 | – | Sell |
-36,030
| Closed | -$843K | – | 300 |
|
|
2014
Q3 | $843K | Sell |
36,030
-4,218
| -10% | -$98.7K | 0.54% | 44 |
|
|
2014
Q2 | $957K | Buy |
+40,248
| New | +$957K | 0.48% | 51 |
|