Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $975K | Buy |
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|
2025
Q2 | $852K | Buy |
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|
2025
Q1 | $745K | Buy |
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|
2024
Q4 | $623K | Sell |
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|
2024
Q3 | $772K | Buy |
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|
2024
Q2 | $438K | Sell |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $296K | Sell |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $146K | Buy |
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|
2022
Q3 | $128K | Buy |
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|
2022
Q2 | $140K | Buy |
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|
2022
Q1 | $149K | Sell |
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|
2021
Q4 | $259K | Buy |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $241K | Hold |
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|
2020
Q4 | $241K | Hold |
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|
2020
Q3 | $241K | Hold |
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|
2020
Q2 | $241K | Hold |
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|
2020
Q1 | $241K | Hold |
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|
2019
Q4 | $241K | Hold |
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|
2019
Q3 | $241K | Hold |
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|
2019
Q2 | $241K | Hold |
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|
2019
Q1 | $241K | Buy |
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|
2018
Q4 | $0 | Buy |
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|
2018
Q3 | $0 | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $14K | Hold |
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|
2016
Q1 | $14K | Sell |
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|
2015
Q4 | $72K | Sell |
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|
2015
Q3 | $82K | Buy |
|