GWM
GDS Wealth Management’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 | $2.16M | Sell |
51,601
-39,331
| -43% | -$1.65M | 0.16% | 79 |
|
|
2025
Q1 | $3.95M | Buy |
90,932
+26,669
| +41% | +$1.16M | 0.34% | 76 |
|
|
2024
Q4 | $2.59M | Sell |
64,263
-2,407
| -4% | -$96.9K | 0.24% | 72 |
|
|
2024
Q3 | $2.8M | Sell |
66,670
-3,284
| -5% | -$138K | 0.27% | 51 |
|
|
2024
Q2 | $2.65M | Sell |
69,954
-10,111
| -13% | -$384K | 0.29% | 57 |
|
|
2024
Q1 | $3.08M | Sell |
80,065
-26,530
| -25% | -$1.02M | 0.36% | 57 |
|
|
2023
Q4 | $3.82M | Sell |
106,595
-24,443
| -19% | -$877K | 0.52% | 54 |
|
|
2023
Q3 | $4.38M | Sell |
131,038
-20,161
| -13% | -$674K | 0.69% | 47 |
|
|
2023
Q2 | $5.14M | Sell |
151,199
-21,649
| -13% | -$736K | 0.83% | 43 |
|
|
2023
Q1 | $6.14M | Sell |
172,848
-132,929
| -43% | -$4.72M | 1.08% | 36 |
|
|
2022
Q4 | $11.2M | Sell |
305,777
-101,919
| -25% | -$3.73M | 2.14% | 11 |
|
|
2022
Q3 | $13.1M | Buy |
+407,696
| New | +$13.1M | 2.92% | 9 |
|