Darwin Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Buy |
3,887
+36
| +0.9% | +$1.51K | 0.06% | 137 |
|
|
2025
Q1 | $155K | Hold |
3,851
| – | – | 0.05% | 149 |
|
|
2024
Q4 | $155K | Buy |
3,851
+16
| +0.4% | +$644 | 0.05% | 149 |
|
|
2024
Q3 | $161K | Buy |
+3,835
| New | +$161K | 0.04% | 159 |
|
|
2023
Q4 | – | Sell |
-12,279
| Closed | -$411K | – | 145 |
|
|
2023
Q3 | $411K | Sell |
12,279
-1,135
| -8% | -$38K | 0.11% | 100 |
|
|
2023
Q2 | $461K | Buy |
13,414
+3,213
| +31% | +$111K | 0.12% | 97 |
|
|
2023
Q1 | $370K | Buy |
+10,201
| New | +$370K | 0.1% | 107 |
|
|
2020
Q2 | – | Sell |
-8,581
| Closed | -$191K | – | 348 |
|
|
2020
Q1 | $191K | Sell |
8,581
-915
| -10% | -$20.4K | 0.06% | 132 |
|
|
2019
Q4 | $309K | Buy |
9,496
+2,614
| +38% | +$85.1K | 0.08% | 125 |
|
|
2019
Q3 | $214K | Buy |
6,882
+15
| +0.2% | +$466 | 0.06% | 138 |
|
|
2019
Q2 | $210K | Buy |
6,867
+11
| +0.2% | +$336 | 0.07% | 139 |
|
|
2019
Q1 | $207K | Buy |
+6,856
| New | +$207K | 0.07% | 139 |
|