Apollon Wealth Management’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 | $551K | Buy |
13,159
+83
| +0.6% | +$3.48K | 0.01% | 764 |
|
|
2025
Q1 | $568K | Sell |
13,076
-2,676
| -17% | -$116K | 0.01% | 695 |
|
|
2024
Q4 | $634K | Buy |
15,752
+41
| +0.3% | +$1.65K | 0.01% | 659 |
|
|
2024
Q3 | $659K | Buy |
15,711
+55
| +0.4% | +$2.31K | 0.02% | 620 |
|
|
2024
Q2 | $594K | Sell |
15,656
-1,139
| -7% | -$43.2K | 0.02% | 615 |
|
|
2024
Q1 | $646K | Buy |
16,795
+3,616
| +27% | +$139K | 0.02% | 603 |
|
|
2023
Q4 | $473K | Hold |
13,179
| – | – | 0.02% | 674 |
|
|
2023
Q3 | $441K | Sell |
13,179
-56
| -0.4% | -$1.87K | 0.02% | 581 |
|
|
2023
Q2 | $450K | Sell |
13,235
-91
| -0.7% | -$3.1K | 0.02% | 624 |
|
|
2023
Q1 | $473K | Sell |
13,326
-61
| -0.5% | -$2.17K | 0.03% | 548 |
|
|
2022
Q4 | $489K | Buy |
13,387
+371
| +3% | +$13.6K | 0.03% | 522 |
|
|
2022
Q3 | $418K | Buy |
13,016
+3,241
| +33% | +$104K | 0.03% | 498 |
|
|
2022
Q2 | $344K | Buy |
9,775
+2,636
| +37% | +$92.8K | 0.03% | 532 |
|
|
2022
Q1 | $267K | Sell |
7,139
-1,798
| -20% | -$67.2K | 0.02% | 616 |
|
|
2021
Q4 | $318K | Buy |
+8,937
| New | +$318K | 0.02% | 566 |
|