Ford Financial Group’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
-11,980
Closed -$438K 33
2022
Q4
$438K Buy
11,980
+3,636
+44% +$133K 0.17% 78
2022
Q3
$268K Buy
+8,344
New +$268K 0.11% 97