ForthRight Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$210K Buy
2022
Q1
$223K Sell
2021
Q4
$333K Sell
2021
Q3
$3.26M Sell
2021
Q2
$3.4M Sell
2021
Q1
$3.38M Sell
2020
Q4
$3.16M Buy