BerganKDV Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$50K Hold
2023
Q1
$52.2K Hold
2022
Q4
$53.7K Hold
2022
Q3
$47K Hold
2022
Q2
$52K Hold
2022
Q1
$55K Hold
2021
Q4
$52K Hold
2021
Q3
$48K Buy