Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $739K | Sell |
22,113
-2,073
| -9% | -$69.3K | 0.08% | 140 |
|
|
2023
Q2 | $823K | Buy |
24,186
+33
| +0.1% | +$1.12K | 0.09% | 149 |
|
|
2023
Q1 | $857K | Buy |
+24,153
| New | +$857K | 0.09% | 150 |
|
|
2022
Q2 | $845K | Buy |
24,006
+30
| +0.1% | +$1.06K | 0.1% | 151 |
|
|
2022
Q1 | $898K | Buy |
23,976
+34
| +0.1% | +$1.27K | 0.09% | 157 |
|
|
2021
Q4 | $851K | Buy |
23,942
+26
| +0.1% | +$924 | 0.09% | 160 |
|
|
2021
Q3 | $783K | Buy |
23,916
+2,118
| +10% | +$69.3K | 0.08% | 174 |
|
|
2021
Q2 | $723K | Buy |
21,798
+4,498
| +26% | +$149K | 0.08% | 189 |
|
|
2021
Q1 | $566K | Buy |
+17,300
| New | +$566K | 0.07% | 196 |
|