Collaborative Wealth Management’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
Q2 | $2.29M | Sell |
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|
2025
Q1 | $2.5M | Sell |
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|
2024
Q4 | $2.32M | Buy |
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|
2024
Q3 | $2.4M | Sell |
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|
2024
Q2 | $2.24M | Sell |
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|
2024
Q1 | $2.39M | Sell |
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|
2023
Q4 | $2.44M | Sell |
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|
2023
Q3 | $2.42M | Buy |
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|
2023
Q2 | $2.35M | Buy |
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|
2023
Q1 | $2.16M | Buy |
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|
2022
Q4 | $1.95M | Buy |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.44M | Buy |
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|
2021
Q4 | $974K | Buy |
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|
2021
Q1 | $1.27M | Buy |
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