CEDRUS’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
Q3 | $3.21M | Buy |
76,482
+5,703
| +8% | +$239K | 1.19% | 21 |
|
|
2024
Q2 | $2.68M | Buy |
70,779
+4,962
| +8% | +$188K | 1.34% | 19 |
|
|
2024
Q1 | $2.53M | Buy |
65,817
+6,358
| +11% | +$245K | 1.38% | 21 |
|
|
2023
Q4 | $2.13M | Buy |
59,459
+4,241
| +8% | +$152K | 1.32% | 22 |
|
|
2023
Q3 | $1.85M | Buy |
55,218
+15,998
| +41% | +$535K | 1.31% | 22 |
|
|
2023
Q2 | $1.33M | Buy |
39,220
+10,702
| +38% | +$364K | 0.94% | 24 |
|
|
2023
Q1 | $1.01M | Buy |
+28,518
| New | +$1.01M | 0.71% | 30 |
|