Horst & Graben Wealth Management’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 | $233K | Buy |
5,554
+35
| +0.6% | +$1.47K | 0.04% | 160 |
|
|
2025
Q1 | $240K | Buy |
5,519
+41
| +0.7% | +$1.78K | 0.04% | 145 |
|
|
2024
Q4 | $221K | Buy |
5,478
+34
| +0.6% | +$1.37K | 0.04% | 143 |
|
|
2024
Q3 | $228K | Buy |
5,444
+45
| +0.8% | +$1.89K | 0.04% | 141 |
|
|
2024
Q2 | $205K | Buy |
5,399
+30
| +0.6% | +$1.14K | 0.04% | 148 |
|
|
2024
Q1 | $207K | Buy |
+5,369
| New | +$207K | 0.04% | 139 |
|
|
2023
Q3 | – | Sell |
-7,453
| Closed | -$253K | – | 141 |
|
|
2023
Q2 | $253K | Buy |
7,453
+1,101
| +17% | +$37.4K | 0.06% | 111 |
|
|
2023
Q1 | $225K | Buy |
+6,352
| New | +$225K | 0.06% | 119 |
|