Bickling Financial Services’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
Q4 | $2.36M | Sell |
64,601
-1,998
| -3% | -$73K | 1.47% | 17 |
|
|
2022
Q3 | $2.14M | Buy |
66,599
+272
| +0.4% | +$8.74K | 1.44% | 17 |
|
|
2022
Q2 | $2.34M | Buy |
66,327
+5,151
| +8% | +$181K | 1.48% | 16 |
|
|
2022
Q1 | $2.29M | Buy |
61,176
+1,686
| +3% | +$63.1K | 1.18% | 22 |
|
|
2021
Q4 | $2.12M | Buy |
59,490
+218
| +0.4% | +$7.75K | 1.03% | 24 |
|
|
2021
Q3 | $1.94M | Buy |
59,272
+1,010
| +2% | +$33.1K | 0.99% | 24 |
|
|
2021
Q2 | $1.93M | Buy |
58,262
+940
| +2% | +$31.2K | 0.87% | 25 |
|
|
2021
Q1 | $1.88M | Buy |
57,322
+2,779
| +5% | +$90.9K | 0.94% | 24 |
|
|
2020
Q4 | $1.61M | Buy |
+54,543
| New | +$1.61M | 1% | 26 |
|