Holistic Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Sell |
7,826
-141
| -2% | -$5.9K | 0.09% | 163 |
|
|
2025
Q1 | $346K | Hold |
7,967
| – | – | 0.12% | 126 |
|
|
2024
Q4 | $321K | Sell |
7,967
-560
| -7% | -$22.5K | 0.12% | 126 |
|
|
2024
Q3 | $358K | Sell |
8,527
-2,639
| -24% | -$111K | 0.15% | 100 |
|
|
2024
Q2 | $430K | Hold |
11,166
| – | – | 0.33% | 69 |
|
|
2024
Q1 | $430K | Sell |
11,166
-61
| -0.5% | -$2.35K | 0.33% | 70 |
|
|
2023
Q4 | $403K | Buy |
+11,227
| New | +$403K | 0.34% | 71 |
|