Golden State Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.58M | Buy |
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|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $733K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $58K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $426K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.08M | Buy |
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|
2019
Q1 | $1.02M | Buy |
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