Icon Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Icon Wealth Partners’s Portfolio FDL Stock Details FDL Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$739K	Sell
2023 Q2	$823K	Buy
2023 Q1	$857K	Buy
2022 Q2	$845K	Buy
2022 Q1	$898K	Buy
2021 Q4	$851K	Buy
2021 Q3	$783K	Buy
2021 Q2	$723K	Buy
2021 Q1	$566K	Buy