Financial Partners Group (Kansas)’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
Q2
Sell
-33,324
Closed -$1.18M 164
2023
Q1
$1.18M Sell
33,324
-4,203
-11% -$149K 0.26% 49
2022
Q4
$1.44M Buy
37,527
+13,860
+59% +$530K 0.32% 46
2022
Q3
$760K Buy
23,667
+10,791
+84% +$347K 0.2% 59
2022
Q2
$453K Buy
+12,876
New +$453K 0.11% 88