Bulltick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-174,425
| Closed | -$6.26M | – | 109 |
|
|
2023
Q4 | $6.26M | Sell |
174,425
-4,985
| -3% | -$179K | 1.42% | 29 |
|
|
2023
Q3 | $6M | Sell |
179,410
-8,000
| -4% | -$268K | 1.44% | 29 |
|
|
2023
Q2 | $6.37M | Sell |
187,410
-825
| -0.4% | -$28.1K | 1.42% | 28 |
|
|
2023
Q1 | $6.68M | Hold |
188,235
| – | – | 1.73% | 23 |
|
|
2022
Q4 | $6.88M | Sell |
188,235
-2,095
| -1% | -$76.6K | 1.95% | 23 |
|
|
2022
Q3 | $6.12M | Hold |
190,330
| – | – | 1.83% | 23 |
|
|
2022
Q2 | $6.7M | Buy |
+190,330
| New | +$6.7M | 1.79% | 20 |
|