Fermata 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
2023
Q1
Sell
-9,703
Closed -$355K 110
2022
Q4
$355K Buy
+9,703
New +$355K 0.11% 106