GeoWealth 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
Q1 | – | Sell |
-267
| Closed | -$10.7K | – | 1300 |
|
|
2024
Q4 | $10.7K | Sell |
267
-2,263
| -89% | -$91K | ﹤0.01% | 1479 |
|
|
2024
Q3 | $106K | Sell |
2,530
-16,758
| -87% | -$703K | ﹤0.01% | 882 |
|
|
2024
Q2 | $732K | Sell |
19,288
-21,723
| -53% | -$824K | 0.03% | 339 |
|
|
2024
Q1 | $1.58M | Sell |
41,011
-15,067
| -27% | -$580K | 0.06% | 214 |
|
|
2023
Q4 | $2.01M | Buy |
56,078
+2,335
| +4% | +$83.8K | 0.17% | 118 |
|
|
2023
Q3 | $1.8M | Sell |
53,743
-17,644
| -25% | -$590K | 0.2% | 103 |
|
|
2023
Q2 | $2.43M | Buy |
+71,387
| New | +$2.43M | 0.26% | 78 |
|