Bensler’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-92,999
| Closed | -$3.34M | – | 160 |
|
|
2023
Q4 | $3.34M | Buy |
92,999
+9,548
| +11% | +$343K | 0.55% | 62 |
|
|
2023
Q3 | $2.79M | Buy |
83,451
+515
| +0.6% | +$17.2K | 0.54% | 63 |
|
|
2023
Q2 | $2.82M | Buy |
82,936
+249
| +0.3% | +$8.47K | 0.54% | 65 |
|
|
2023
Q1 | $2.94M | Buy |
82,687
+5,315
| +7% | +$189K | 0.59% | 57 |
|
|
2022
Q4 | $2.83M | Buy |
77,372
+18,547
| +32% | +$678K | 0.63% | 56 |
|
|
2022
Q3 | $1.89M | Buy |
58,825
+12,019
| +26% | +$386K | 0.45% | 67 |
|
|
2022
Q2 | $1.65M | Buy |
+46,806
| New | +$1.65M | 0.39% | 72 |
|