Heritage Wealth Management (Arizona)’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
2022
Q4
$53.2K Buy
1,454
+727
+100% +$26.6K 0.01% 491
2022
Q3
$23K Buy
+727
New +$23K 0.01% 506