Ameritas Investment Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $999K | Buy |
30,482
+3,701
| +14% | +$121K | 0.05% | 273 |
|
|
2021
Q2 | $914K | Buy |
26,781
+10,909
| +69% | +$372K | 0.04% | 296 |
|
|
2021
Q1 | $519K | Sell |
15,872
-17,900
| -53% | -$586K | 0.04% | 343 |
|
|
2020
Q4 | $999K | Buy |
33,772
+10,498
| +45% | +$311K | 0.19% | 128 |
|
|
2020
Q3 | $590K | Hold |
23,274
| – | – | 0.18% | 149 |
|
|
2020
Q2 | $590K | Sell |
23,274
-3,227
| -12% | -$81.8K | 0.17% | 153 |
|
|
2020
Q1 | $592K | Buy |
26,501
+1,649
| +7% | +$36.8K | 0.09% | 171 |
|
|
2019
Q4 | $810K | Buy |
24,852
+4,037
| +19% | +$132K | 0.17% | 120 |
|
|
2019
Q3 | $646K | Buy |
20,815
+2,912
| +16% | +$90.4K | 0.13% | 146 |
|
|
2019
Q2 | $549K | Buy |
17,903
+2,482
| +16% | +$76.1K | 0.26% | 87 |
|
|
2019
Q1 | $465K | Buy |
+15,421
| New | +$465K | 0.09% | 183 |
|