Fortis 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
2023
Q2
Sell
-1,000
Closed -$35.5K 285
2023
Q1
$35.5K Sell
1,000
-1,500
-60% -$53.3K 0.02% 330
2022
Q4
$91.4K Buy
+2,500
New +$91.4K 0.05% 228