Ergawealth 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 | $1.63M | Buy |
39,000
+5,176
| +15% | +$217K | 0.73% | 23 |
|
|
2025
Q1 | $1.47M | Buy |
33,824
+21,907
| +184% | +$952K | 0.73% | 22 |
|
|
2024
Q4 | $480K | Sell |
11,917
-9,561
| -45% | -$385K | 0.24% | 38 |
|
|
2024
Q3 | $901K | Sell |
21,478
-8,718
| -29% | -$366K | 0.45% | 26 |
|
|
2024
Q2 | $1.15M | Sell |
30,196
-22,645
| -43% | -$859K | 0.62% | 21 |
|
|
2024
Q1 | $2.03M | Sell |
52,841
-39,411
| -43% | -$1.52M | 1.11% | 13 |
|
|
2023
Q4 | $3.31M | Sell |
92,252
-43,675
| -32% | -$1.57M | 2.04% | 13 |
|
|
2023
Q3 | $4.55M | Sell |
135,927
-51,941
| -28% | -$1.74M | 3.14% | 10 |
|
|
2023
Q2 | $6.39M | Buy |
187,868
+14,124
| +8% | +$480K | 4.38% | 9 |
|
|
2023
Q1 | $6.17M | Buy |
173,744
+60,259
| +53% | +$2.14M | 5.02% | 7 |
|
|
2022
Q4 | $4.15M | Buy |
+113,485
| New | +$4.15M | 3.76% | 9 |
|