FSB Premier Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
32,712
+24
| +0.1% | +$1.01K | 0.49% | 58 |
|
|
2025
Q1 | $1.42M | Buy |
32,688
+588
| +2% | +$25.5K | 0.55% | 51 |
|
|
2024
Q4 | $1.29M | Buy |
32,100
+1,776
| +6% | +$71.5K | 0.52% | 48 |
|
|
2024
Q3 | $1.27M | Sell |
30,324
-1,046
| -3% | -$43.9K | 0.52% | 48 |
|
|
2024
Q2 | $1.19M | Sell |
31,370
-2,529
| -7% | -$95.9K | 0.54% | 45 |
|
|
2024
Q1 | $1.3M | Buy |
33,899
+644
| +2% | +$24.8K | 0.61% | 36 |
|
|
2023
Q4 | $1.19M | Buy |
33,255
+2,611
| +9% | +$93.7K | 0.6% | 35 |
|
|
2023
Q3 | $1.02M | Buy |
30,644
+9
| +0% | +$301 | 0.57% | 37 |
|
|
2023
Q2 | $1.04M | Buy |
30,635
+774
| +3% | +$26.3K | 0.57% | 40 |
|
|
2023
Q1 | $1.06M | Buy |
29,861
+2,110
| +8% | +$74.9K | 0.59% | 39 |
|
|
2022
Q4 | $1.01M | Buy |
27,751
+20,802
| +299% | +$761K | 0.56% | 43 |
|
|
2022
Q3 | $223K | Buy |
+6,949
| New | +$223K | 0.13% | 126 |
|
|
2022
Q1 | – | Sell |
-1,050
| Closed | -$37K | – | 278 |
|
|
2021
Q4 | $37K | Buy |
+1,050
| New | +$37K | 0.02% | 268 |
|