Iams 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 | $517K | Sell |
12,337
-186
| -1% | -$7.79K | 0.24% | 111 |
|
|
2025
Q1 | $544K | Sell |
12,523
-364
| -3% | -$15.8K | 0.25% | 110 |
|
|
2024
Q4 | $519K | Sell |
12,887
-551
| -4% | -$22.2K | 0.24% | 105 |
|
|
2024
Q3 | $564K | Buy |
13,438
+3,378
| +34% | +$142K | 0.28% | 94 |
|
|
2024
Q2 | $382K | Sell |
10,060
-27,137
| -73% | -$1.03M | 0.21% | 109 |
|
|
2024
Q1 | $1.35M | Sell |
37,197
-9,913
| -21% | -$360K | 0.83% | 38 |
|
|
2023
Q4 | $1.69M | Buy |
47,110
+31,414
| +200% | +$1.13M | 1.09% | 25 |
|
|
2023
Q3 | $525K | Buy |
+15,696
| New | +$525K | 0.36% | 79 |
|
|
2023
Q2 | – | Sell |
-14,157
| Closed | -$498K | – | 33 |
|
|
2023
Q1 | $498K | Sell |
14,157
-1,079
| -7% | -$37.9K | 0.41% | 71 |
|
|
2022
Q4 | $557K | Buy |
+15,236
| New | +$557K | 0.57% | 60 |
|