Guardian Wealth Advisors (North Carolina)’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
2023
Q2
Sell
-6,838
Closed -$243K 422
2023
Q1
$243K Buy
+6,838
New +$243K 0.04% 185