Genesee Capital Advisors’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
2019
Q2
Sell
-4,937
Closed -$149K 74
2019
Q1
$149K Buy
4,937
+63
+1% +$1.9K 0.18% 59
2018
Q4
$133K Buy
+4,874
New +$133K 0.22% 44