Global Financial Private Capital’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
Q1 | – | Sell |
-15,505
| Closed | -$422K | – | 373 |
|
|
2018
Q4 | $422K | Sell |
15,505
-14,957
| -49% | -$407K | 0.02% | 272 |
|
|
2018
Q3 | $908K | Buy |
30,462
+3,080
| +11% | +$91.8K | 0.03% | 294 |
|
|
2018
Q2 | $783K | Buy |
27,382
+6,546
| +31% | +$187K | 0.03% | 300 |
|
|
2018
Q1 | $588K | Sell |
20,836
-8,624
| -29% | -$243K | 0.02% | 328 |
|
|
2017
Q4 | $886K | Buy |
29,460
+7,903
| +37% | +$238K | 0.03% | 279 |
|
|
2017
Q3 | $626K | Buy |
+21,557
| New | +$626K | 0.02% | 288 |
|