BWA
BlueChip Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.8M | Buy |
186,226
+2,140
| +1% | +$89.6K | 3.47% | 6 |
|
|
2025
Q1 | $8M | Buy |
184,086
+19,543
| +12% | +$849K | 3.93% | 5 |
|
|
2024
Q4 | $6.62M | Buy |
164,543
+7,767
| +5% | +$313K | 3.67% | 6 |
|
|
2024
Q3 | $6.58M | Sell |
156,776
-494
| -0.3% | -$20.7K | 3.44% | 6 |
|
|
2024
Q2 | $5.97M | Buy |
157,270
+29,341
| +23% | +$1.11M | 3.51% | 6 |
|
|
2024
Q1 | $4.92M | Buy |
127,929
+18,315
| +17% | +$705K | 3.17% | 9 |
|
|
2023
Q4 | $3.93M | Buy |
+109,614
| New | +$3.93M | 2.76% | 9 |
|