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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$321K Sell
2024
Q3
$345K Sell
2024
Q2
$316K Sell
2024
Q1
$325K Hold
2023
Q4
$303K Hold
2023
Q3
$283K Buy
2023
Q1
$200K Buy
2022
Q4
Sell
2022
Q3
$148K Buy