Clear Perspectives Financial Planning’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
2023
Q1
$13.8K Sell
2022
Q4
$5.74M Buy
2022
Q3
$4.39M Buy
2022
Q2
$1.19M Buy