Avantax Planning Partners’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
2018
Q4
Sell
-1,229
Closed -$37K 579
2018
Q3
$37K Buy
+1,229
New +$37K ﹤0.01% 552
2018
Q2
Sell
-1,229
Closed -$35K 627
2018
Q1
$35K Buy
+1,229
New +$35K ﹤0.01% 598