Golden State Wealth 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
Q2 | $1.47M | Buy |
35,137
+2,141
| +6% | +$89.6K | 0.18% | 106 |
|
|
2025
Q1 | $1.43M | Buy |
32,996
+14,794
| +81% | +$643K | 0.21% | 89 |
|
|
2024
Q4 | $733K | Buy |
+18,202
| New | +$733K | 0.11% | 149 |
|
|
2020
Q4 | – | Sell |
-2,215
| Closed | -$58K | – | 293 |
|
|
2020
Q3 | $58K | Buy |
+2,215
| New | +$58K | 0.02% | 316 |
|
|
2020
Q2 | – | Sell |
-19,075
| Closed | -$426K | – | 410 |
|
|
2020
Q1 | $426K | Buy |
+19,075
| New | +$426K | 0.19% | 81 |
|
|
2019
Q4 | – | Sell |
-34,230
| Closed | -$1.06M | – | 333 |
|
|
2019
Q3 | $1.06M | Sell |
34,230
-1,000
| -3% | -$31K | 0.35% | 57 |
|
|
2019
Q2 | $1.08M | Buy |
35,230
+1,360
| +4% | +$41.7K | 0.34% | 60 |
|
|
2019
Q1 | $1.02M | Buy |
+33,870
| New | +$1.02M | 0.34% | 60 |
|