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BFC
Bedel Financial Consulting’s
First Trust Morningstar Dividend Leaders Index Fund
FDL
Stock Holding History
Bedel Financial Consulting’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
2022
Q2
–
Sell
-4,328
Closed
-$162K
–
415
2022
Q1
$162K
Hold
4,328
–
–
0.05%
209
2021
Q4
$154K
Hold
4,328
–
–
0.05%
219
2021
Q3
$142K
Hold
4,328
–
–
0.05%
218
2021
Q2
$144K
Hold
4,328
–
–
0.05%
218
2021
Q1
$142K
Hold
4,328
–
–
0.05%
213
2020
Q4
$128K
Hold
4,328
–
–
0.06%
198
2020
Q3
$113K
Hold
4,328
–
–
0.06%
194
2020
Q2
$110K
Hold
4,328
–
–
0.06%
183
2020
Q1
$97K
Hold
4,328
–
–
0.06%
180
2019
Q4
$141K
Hold
4,328
–
–
0.08%
176
2019
Q3
$134K
Hold
4,328
–
–
0.08%
174
2019
Q2
$133K
Hold
4,328
–
–
0.08%
174
2019
Q1
$131K
Hold
4,328
–
–
0.08%
168
2018
Q4
$118K
Hold
4,328
–
–
0.08%
167
2018
Q3
$126K
Hold
4,328
–
–
0.08%
175
2018
Q2
$124K
Hold
4,328
–
–
0.09%
173
2018
Q1
$122K
Buy
+4,328
New
+$127K
0.09%
177
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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