APWA
Atlas Private Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
+42,952
| New | +$1.8M | 0.23% | 58 |
|
|
2021
Q4 | – | Sell |
-710
| Closed | -$23K | – | 340 |
|
|
2021
Q3 | $23K | Hold |
710
| – | – | 0.01% | 332 |
|
|
2021
Q2 | $24K | Hold |
710
| – | – | 0.01% | 337 |
|
|
2021
Q1 | $23K | Hold |
710
| – | – | 0.01% | 345 |
|
|
2020
Q4 | $21K | Hold |
710
| – | – | 0.01% | 328 |
|
|
2020
Q3 | $19K | Hold |
710
| – | – | 0.02% | 315 |
|
|
2020
Q2 | $18K | Buy |
+710
| New | +$18K | 0.02% | 331 |
|