Founders Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $3.22M | Buy |
134,512
+2,839
| +2% | +$68K | 1.69% | 12 |
|
|
2014
Q3 | $3.08M | Buy |
131,673
+3,289
| +3% | +$77K | 1.73% | 11 |
|
|
2014
Q2 | $3.05M | Sell |
128,384
-4,321
| -3% | -$103K | 1.69% | 11 |
|
|
2014
Q1 | $2.99M | Buy |
132,705
+2,970
| +2% | +$66.9K | 1.74% | 11 |
|
|
2013
Q4 | $2.72M | Buy |
129,735
+14,600
| +13% | +$307K | 1.57% | 11 |
|
|
2013
Q3 | $2.4M | Sell |
115,135
-6,947
| -6% | -$145K | 1.23% | 13 |
|
|
2013
Q2 | $2.52M | Buy |
+122,082
| New | +$2.52M | 1.35% | 13 |
|