Beacon Pointe Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $886K | Buy |
27,257
+288
| +1% | +$9.36K | 0.16% | 112 |
|
|
2019
Q3 | $838K | Sell |
26,969
-1,234
| -4% | -$38.3K | 0.18% | 110 |
|
|
2019
Q2 | $864K | Sell |
28,203
-3,820
| -12% | -$117K | 0.18% | 109 |
|
|
2019
Q1 | $966K | Hold |
32,023
| – | – | 0.22% | 96 |
|
|
2018
Q4 | $872K | Buy |
+32,023
| New | +$872K | 0.31% | 84 |
|