Cypress Wealth Services’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
2020
Q1
Sell
-8,772
Closed -$286K 251
2019
Q4
$286K Buy
+8,772
New +$286K 0.07% 196