Glassman Wealth Services’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
2024
Q4
Sell
-525
Closed -$22K 182
2024
Q3
$22K Hold
525
﹤0.01% 127
2024
Q2
$19.9K Hold
525
﹤0.01% 131
2024
Q1
$20.2K Buy
+525
New +$20.2K ﹤0.01% 139