Bennett Associates Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Buy |
125,234
+29,777
| +31% | +$1.25M | 4.03% | 8 |
|
|
2025
Q1 | $4.15M | Sell |
95,457
-216
| -0.2% | -$9.38K | 3.42% | 10 |
|
|
2024
Q4 | $3.85M | Buy |
95,673
+4,601
| +5% | +$185K | 3.2% | 11 |
|
|
2024
Q3 | $3.82M | Buy |
91,072
+1,384
| +2% | +$58.1K | 3.13% | 12 |
|
|
2024
Q2 | $3.4M | Sell |
89,688
-1,588
| -2% | -$60.2K | 3.06% | 13 |
|
|
2024
Q1 | $3.51M | Buy |
91,276
+6,792
| +8% | +$261K | 3.17% | 11 |
|
|
2023
Q4 | $3.03M | Buy |
+84,484
| New | +$3.03M | 2.96% | 12 |
|