GWP
Gateway Wealth Partners’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 | $2.79M | Buy |
66,736
+20,976
| +46% | +$878K | 0.53% | 54 |
|
|
2025
Q1 | $1.99M | Buy |
45,760
+6,707
| +17% | +$291K | 0.45% | 65 |
|
|
2024
Q4 | $1.57M | Buy |
39,053
+2,771
| +8% | +$112K | 0.41% | 65 |
|
|
2024
Q3 | $1.52M | Buy |
36,282
+3,164
| +10% | +$133K | 0.42% | 60 |
|
|
2024
Q2 | $1.26M | Sell |
33,118
-11,233
| -25% | -$426K | 0.38% | 69 |
|
|
2024
Q1 | $1.71M | Sell |
44,351
-2,154
| -5% | -$82.9K | 0.61% | 41 |
|
|
2023
Q4 | $1.67M | Buy |
46,505
+9,676
| +26% | +$347K | 0.67% | 37 |
|
|
2023
Q3 | $1.23M | Buy |
36,829
+7,795
| +27% | +$261K | 0.22% | 74 |
|
|
2023
Q2 | $987K | Buy |
29,034
+1,556
| +6% | +$52.9K | 0.18% | 83 |
|
|
2023
Q1 | $975K | Buy |
27,478
+875
| +3% | +$31.1K | 0.15% | 77 |
|
|
2022
Q4 | $973K | Buy |
+26,603
| New | +$973K | 0.17% | 69 |
|