Alpha Omega Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $235K | Buy |
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|
2024
Q2 | $203K | Sell |
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|
2024
Q1 | $259K | Sell |
|
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|
2023
Q4 | $5.83M | Sell |
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|
2023
Q3 | $5.65M | Buy |
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|
2023
Q2 | $5.5M | Buy |
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|
2023
Q1 | $5.56M | Buy |
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|
2022
Q4 | $5.67M | Buy |
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|
2022
Q3 | $274K | Hold |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $319K | Sell |
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|
2021
Q4 | $402K | Sell |
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|
2021
Q3 | $454K | Sell |
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|
2021
Q2 | $482K | Sell |
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|
2021
Q1 | $528K | Sell |
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|
2020
Q4 | $947K | Buy |
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