Holistic Financial Partners’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
2018
Q2
Sell
-3,293
Closed -$93K 154
2018
Q1
$93K Buy
+3,293
New +$93K 0.08% 120