Ashton Thomas Private Wealth’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 | $211K | Buy |
5,049
+401
| +9% | +$16.8K | 0.01% | 790 |
|
|
2025
Q1 | $202K | Buy |
+4,648
| New | +$202K | 0.01% | 772 |
|
|
2024
Q4 | – | Sell |
-4,949
| Closed | -$208K | – | 773 |
|
|
2024
Q3 | $208K | Sell |
4,949
-39
| -0.8% | -$1.64K | 0.01% | 580 |
|
|
2024
Q2 | $189K | Sell |
4,988
-2,002
| -29% | -$75.9K | 0.01% | 574 |
|
|
2024
Q1 | $269K | Sell |
6,990
-964
| -12% | -$37.1K | 0.02% | 513 |
|
|
2023
Q4 | $285K | Buy |
7,954
+26
| +0.3% | +$933 | 0.02% | 507 |
|
|
2023
Q3 | $265K | Buy |
7,928
+657
| +9% | +$22K | 0.02% | 493 |
|
|
2023
Q2 | $247K | Buy |
7,271
+275
| +4% | +$9.35K | 0.02% | 519 |
|
|
2023
Q1 | $248K | Buy |
6,996
+775
| +12% | +$27.5K | 0.02% | 448 |
|
|
2022
Q4 | $227K | Buy |
+6,221
| New | +$227K | 0.02% | 440 |
|