FWM
ForthRight Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,966
| Closed | -$210K | – | 48 |
|
|
2022
Q2 | $210K | Buy |
5,966
+18
| +0.3% | +$634 | 0.12% | 43 |
|
|
2022
Q1 | $223K | Sell |
5,948
-3,415
| -36% | -$128K | 0.12% | 40 |
|
|
2021
Q4 | $333K | Sell |
9,363
-90,263
| -91% | -$3.21M | 0.18% | 34 |
|
|
2021
Q3 | $3.26M | Sell |
99,626
-2,832
| -3% | -$92.8K | 1.98% | 11 |
|
|
2021
Q2 | $3.4M | Sell |
102,458
-784
| -0.8% | -$26K | 2.16% | 10 |
|
|
2021
Q1 | $3.38M | Sell |
103,242
-3,600
| -3% | -$118K | 2.29% | 10 |
|
|
2020
Q4 | $3.16M | Buy |
+106,842
| New | +$3.16M | 2.48% | 10 |
|