CIBC Private Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Buy |
+669
| New | +$28K | ﹤0.01% | 1895 |
|
|
2025
Q1 | – | Sell |
-500
| Closed | -$20.1K | – | 3154 |
|
|
2024
Q4 | $20.1K | Hold |
500
| – | – | ﹤0.01% | 2056 |
|
|
2024
Q3 | $21K | Hold |
500
| – | – | ﹤0.01% | 2135 |
|
|
2024
Q2 | $18.9K | Sell |
500
-360
| -42% | -$13.6K | ﹤0.01% | 2049 |
|
|
2024
Q1 | $33K | Buy |
+860
| New | +$33K | ﹤0.01% | 1841 |
|