Bedel Financial Consulting’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$122K | 0.09% | 177 |
|