Avestar Capital’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
2023
Q2
Sell
-142,554
Closed -$5.06M 309
2023
Q1
$5.06M Buy
142,554
+5,007
+4% +$178K 0.9% 29
2022
Q4
$5.03M Buy
137,547
+5,700
+4% +$208K 0.91% 27
2022
Q3
$4.24M Buy
131,847
+4,824
+4% +$155K 1.08% 23
2022
Q2
$4.47M Buy
+127,023
New +$4.47M 1.1% 22