Heartwood Wealth Advisors’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 | $271K | Hold |
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|
2025
Q2 | $262K | Hold |
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|
2025
Q1 | $271K | Hold |
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|
2024
Q4 | $251K | Hold |
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|
2024
Q3 | $262K | Hold |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $308K | Hold |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $292K | Hold |
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|
2023
Q1 | $305K | Hold |
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|
2022
Q4 | $314K | Hold |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $234K | Hold |
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|
2021
Q4 | $222K | Hold |
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|
2021
Q3 | $205K | Hold |
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|
2021
Q2 | $207K | Hold |
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|
2021
Q1 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Buy |
|