Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $321K | Sell |
7,988
-250
| -3% | -$10K | 0.24% | 68 |
|
|
2024
Q3 | $345K | Sell |
8,238
-110
| -1% | -$4.61K | 0.1% | 177 |
|
|
2024
Q2 | $316K | Sell |
8,348
-100
| -1% | -$3.79K | 0.09% | 183 |
|
|
2024
Q1 | $325K | Hold |
8,448
| – | – | 0.1% | 177 |
|
|
2023
Q4 | $303K | Hold |
8,448
| – | – | 0.1% | 183 |
|
|
2023
Q3 | $283K | Buy |
+8,448
| New | +$283K | 0.1% | 172 |
|
|
2023
Q1 | $200K | Buy |
+5,647
| New | +$200K | 0.08% | 199 |
|
|
2022
Q4 | – | Sell |
-4,610
| Closed | -$148K | – | 558 |
|
|
2022
Q3 | $148K | Buy |
+4,610
| New | +$148K | 0.06% | 207 |
|