HBW Advisory Services’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
Q3
Sell
-6,694
Closed -$228K 307
2023
Q2
$228K Sell
6,694
-16,716
-71% -$569K 0.05% 267
2023
Q1
$831K Buy
23,410
+894
+4% +$31.7K 0.21% 125
2022
Q4
$823K Buy
+22,516
New +$823K 0.22% 118