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Core Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Core Wealth Advisors’s Portfolio FDL Stock Details FDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,533
Closed -$161K – 250
2023
Q1 		$161K Hold
4,533
– – 0.06% 53
2022
Q4 		$166K Buy
+4,533
New +$166K 0.07% 44