Founders Financial Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,512
| Closed | -$234K | – | 395 |
|
|
2023
Q4 | $234K | Sell |
6,512
-1,679
| -20% | -$60.2K | 0.03% | 333 |
|
|
2023
Q3 | $274K | Sell |
8,191
-1,333
| -14% | -$44.6K | 0.04% | 278 |
|
|
2023
Q2 | $324K | Sell |
9,524
-28,572
| -75% | -$972K | 0.04% | 255 |
|
|
2023
Q1 | $1.35M | Buy |
38,096
+24,070
| +172% | +$854K | 0.2% | 105 |
|
|
2022
Q4 | $513K | Buy |
14,026
+1,786
| +15% | +$65.3K | 0.08% | 192 |
|
|
2022
Q3 | $393K | Sell |
12,240
-5,544
| -31% | -$178K | 0.07% | 200 |
|
|
2022
Q2 | $626K | Buy |
+17,784
| New | +$626K | 0.12% | 143 |
|