BCS Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $221K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $261K | Hold |
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|
2021
Q4 | $248K | Hold |
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|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $231K | Sell |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $230K | Hold |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Buy |
|