FGA
Fortis Group Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Sell |
78,139
-86,764
| -53% | -$3.67M | 0.6% | 48 |
|
|
2025
Q1 | $7.16M | Buy |
164,903
+27,466
| +20% | +$1.19M | 1.39% | 16 |
|
|
2024
Q4 | $5.53M | Buy |
137,437
+10,377
| +8% | +$418K | 1.03% | 33 |
|
|
2024
Q3 | $5.33M | Buy |
127,060
+110,529
| +669% | +$4.64M | 0.99% | 33 |
|
|
2024
Q2 | $627K | Buy |
+16,531
| New | +$627K | 0.12% | 107 |
|