Avidian Wealth Enterprises’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 | $2.2M | Buy |
52,514
+1,219
| +2% | +$51K | 0.09% | 120 |
|
|
2025
Q1 | $2.23M | Buy |
51,295
+92
| +0.2% | +$4K | 0.1% | 112 |
|
|
2024
Q4 | $2.06M | Buy |
51,203
+129
| +0.3% | +$5.19K | 0.09% | 115 |
|
|
2024
Q3 | $2.14M | Sell |
51,074
-1,557
| -3% | -$65.3K | 0.1% | 110 |
|
|
2024
Q2 | $2M | Sell |
52,631
-3,008
| -5% | -$114K | 0.08% | 111 |
|
|
2024
Q1 | $2.14M | Buy |
55,639
+1,492
| +3% | +$57.4K | 0.1% | 104 |
|
|
2023
Q4 | $1.94M | Buy |
54,147
+2,987
| +6% | +$107K | 0.12% | 108 |
|
|
2023
Q3 | $1.71M | Buy |
51,160
+846
| +2% | +$28.3K | 0.12% | 109 |
|
|
2023
Q2 | $1.71M | Buy |
50,314
+3,858
| +8% | +$131K | 0.11% | 122 |
|
|
2023
Q1 | $1.65M | Sell |
46,456
-8,685
| -16% | -$308K | 0.09% | 150 |
|
|
2022
Q4 | $2.02M | Buy |
+55,141
| New | +$2.02M | 0.13% | 122 |
|