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Beacon Capital Management LLC (Tennessee)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,313
Closed -$139K – 422
2025
Q2 		$139K Buy
3,313
+36
+1% +$1.49K 0.02% 162
2025
Q1 		$142K Buy
3,277
+27
+0.8% +$1.14K 0.02% 155
2024
Q4 		$131K Buy
3,250
+39
+1% +$1.64K 0.02% 157
2024
Q3 		$135K Hold
3,211
– – 0.02% 161
2024
Q2 		$122K Hold
3,211
– – 0.02% 147
2024
Q1 		$124K Buy
+3,211
New +$118K 0.03% 146
2022
Q3 		– Sell
-640
Closed -$24K – 905
2022
Q2 		$24K Hold
640
– – 0.01% 353
2022
Q1 		$24K Buy
+640
New +$23.3K 0.01% 353

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