Beacon Capital Management LLC (Tennessee)’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
Q3
Sell
2025
Q2
$139K Buy
2025
Q1
$142K Buy
2024
Q4
$131K Buy
2024
Q3
$135K Hold
2024
Q2
$122K Hold
2024
Q1
$124K Buy
2022
Q3
Sell
2022
Q2
$24K Hold
2022
Q1
$24K Buy