DHJJ Financial Advisors’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 | $138K | Buy |
3,290
+37
| +1% | +$1.55K | 0.05% | 211 |
|
|
2025
Q1 | $141K | Hold |
3,253
| – | – | 0.06% | 183 |
|
|
2024
Q4 | $131K | Sell |
3,253
-58
| -2% | -$2.34K | 0.05% | 190 |
|
|
2024
Q3 | $139K | Sell |
3,311
-299
| -8% | -$12.5K | 0.06% | 184 |
|
|
2024
Q2 | $137K | Sell |
3,610
-1
| -0% | -$38 | 0.06% | 176 |
|
|
2024
Q1 | $139K | Sell |
3,611
-292
| -7% | -$11.2K | 0.06% | 172 |
|
|
2023
Q4 | $140K | Sell |
3,903
-645
| -14% | -$23.1K | 0.07% | 165 |
|
|
2023
Q3 | $152K | Buy |
+4,548
| New | +$152K | 0.08% | 149 |
|