Centric 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
2020
Q3
Sell
-34,620
Closed -$878K 132
2020
Q2
$878K Buy
+34,620
New +$878K 0.46% 57