GPS Wealth Strategies Group’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 | $354K | Buy |
8,456
+90
| +1% | +$3.77K | 0.04% | 227 |
|
|
2025
Q1 | $363K | Buy |
8,366
+444
| +6% | +$19.3K | 0.05% | 216 |
|
|
2024
Q4 | $319K | Sell |
7,922
-817
| -9% | -$32.9K | 0.04% | 225 |
|
|
2024
Q3 | $367K | Sell |
8,739
-2
| -0% | -$84 | 0.05% | 217 |
|
|
2024
Q2 | $332K | Buy |
8,741
+1,680
| +24% | +$63.7K | 0.05% | 199 |
|
|
2024
Q1 | $272K | Buy |
7,061
+3
| +0% | +$115 | 0.04% | 212 |
|
|
2023
Q4 | $253K | Hold |
7,058
| – | – | 0.05% | 223 |
|
|
2023
Q3 | $236K | Sell |
7,058
-2,013
| -22% | -$67.3K | 0.05% | 224 |
|
|
2023
Q2 | $308K | Sell |
9,071
-828
| -8% | -$28.2K | 0.06% | 195 |
|
|
2023
Q1 | $351K | Sell |
9,899
-383
| -4% | -$13.6K | 0.07% | 173 |
|
|
2022
Q4 | $376K | Buy |
10,282
+9,783
| +1,961% | +$358K | 0.11% | 87 |
|
|
2022
Q3 | $16K | Sell |
499
-44
| -8% | -$1.41K | ﹤0.01% | 667 |
|
|
2022
Q2 | $19K | Buy |
+543
| New | +$19K | ﹤0.01% | 631 |
|