FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.93M | Buy |
45,951
+2,793
| +6% | +$117K | 0.33% | 67 |
|
|
2024
Q2 | $1.64M | Buy |
43,158
+13,881
| +47% | +$527K | 0.3% | 68 |
|
|
2024
Q1 | $1.13M | Buy |
29,277
+14,716
| +101% | +$566K | 0.22% | 102 |
|
|
2023
Q4 | $522K | Buy |
14,561
+1,625
| +13% | +$58.3K | 0.1% | 164 |
|
|
2023
Q3 | $433K | Buy |
12,936
+12,282
| +1,878% | +$411K | 0.1% | 169 |
|
|
2023
Q2 | $23.9K | Hold |
654
| – | – | 0.01% | 605 |
|
|
2023
Q1 | $23.9K | Hold |
654
| – | – | 0.01% | 604 |
|
|
2022
Q4 | $23.9K | Hold |
654
| – | – | 0.01% | 604 |
|
|
2022
Q3 | $22K | Hold |
654
| – | – | 0.01% | 697 |
|
|
2022
Q2 | $23K | Hold |
654
| – | – | 0.01% | 698 |
|
|
2022
Q1 | $24K | Hold |
654
| – | – | 0.01% | 710 |
|
|
2021
Q4 | $23K | Hold |
654
| – | – | 0.01% | 707 |
|
|
2021
Q3 | $21K | Hold |
654
| – | – | 0.01% | 724 |
|
|
2021
Q2 | $22K | Hold |
654
| – | – | 0.01% | 730 |
|
|
2021
Q1 | $21K | Buy |
+654
| New | +$21K | 0.01% | 697 |
|