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

Core Wealth Partners’s Portfolio FDL Stock Details FDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,146
Closed -$237K – 150
2024
Q1 		$237K Buy
6,146
+415
+7% +$16K 0.18% 112
2023
Q4 		$206K Buy
+5,731
New +$206K 0.17% 114