ECA
Elevated Capital Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.55M | Hold |
104,846
| – | – | 1.28% | 16 |
|
|
2025
Q1 | $4.55M | Sell |
104,846
-12,557
| -11% | -$545K | 1.28% | 16 |
|
|
2024
Q4 | $4.73M | Sell |
117,403
-2,460
| -2% | -$99K | 1.29% | 15 |
|
|
2024
Q3 | $5.03M | Sell |
119,863
-1,339
| -1% | -$56.2K | 1.34% | 15 |
|
|
2024
Q2 | $4.6M | Sell |
121,202
-162,030
| -57% | -$6.15M | 1.29% | 20 |
|
|
2024
Q1 | $10.9M | Buy |
283,232
+12,410
| +5% | +$478K | 3.12% | 3 |
|
|
2023
Q4 | $9.72M | Sell |
270,822
-101
| -0% | -$3.62K | 3.04% | 2 |
|
|
2023
Q3 | $9.06M | Buy |
270,923
+161,913
| +149% | +$5.41M | 3.09% | 2 |
|
|
2023
Q2 | $3.71M | Buy |
109,010
+63,179
| +138% | +$2.15M | 1.23% | 18 |
|
|
2023
Q1 | $1.63M | Buy |
45,831
+590
| +1% | +$20.9K | 0.58% | 59 |
|
|
2022
Q4 | $1.65M | Buy |
45,241
+896
| +2% | +$32.8K | 0.63% | 54 |
|
|
2022
Q3 | $1.43M | Buy |
+44,345
| New | +$1.43M | 0.56% | 57 |
|
|
2022
Q1 | $1.62M | Buy |
+43,169
| New | +$1.62M | 0.54% | 50 |
|
|
2021
Q3 | $1.44M | Buy |
+43,905
| New | +$1.44M | 0.5% | 57 |
|
|
2021
Q1 | $2.39M | Sell |
71,900
-13,858
| -16% | -$461K | 0.93% | 27 |
|
|
2020
Q4 | $2.54M | Sell |
85,758
-4,605
| -5% | -$136K | 1.1% | 21 |
|
|
2020
Q3 | $2.59M | Sell |
90,363
-1,812
| -2% | -$51.9K | 1.21% | 18 |
|
|
2020
Q2 | $2.53M | Buy |
+92,175
| New | +$2.53M | 1.19% | 20 |
|