IWM
IHT Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
89,795
+17,178
| +24% | +$719K | 0.1% | 186 |
|
|
2025
Q1 | $3.15M | Buy |
72,617
+1,506
| +2% | +$65.4K | 0.1% | 204 |
|
|
2024
Q4 | $2.86M | Sell |
71,111
-3,194
| -4% | -$129K | 0.09% | 206 |
|
|
2024
Q3 | $3.12M | Buy |
74,305
+3,110
| +4% | +$130K | 0.09% | 231 |
|
|
2024
Q2 | $2.7M | Buy |
71,195
+11,401
| +19% | +$432K | 0.1% | 200 |
|
|
2024
Q1 | $2.3M | Buy |
59,794
+5,278
| +10% | +$203K | 0.09% | 224 |
|
|
2023
Q4 | $1.96M | Buy |
54,516
+5,378
| +11% | +$193K | 0.09% | 225 |
|
|
2023
Q3 | $1.64M | Buy |
49,138
+3,018
| +7% | +$101K | 0.08% | 231 |
|
|
2023
Q2 | $1.57M | Buy |
46,120
+17,694
| +62% | +$602K | 0.08% | 232 |
|
|
2023
Q1 | $1.01M | Buy |
+28,426
| New | +$1.01M | 0.06% | 307 |
|
|
2022
Q3 | – | Sell |
-104,288
| Closed | -$3.67M | – | 880 |
|
|
2022
Q2 | $3.67M | Buy |
+104,288
| New | +$3.67M | 0.32% | 64 |
|
|
2020
Q2 | – | Sell |
-23,369
| Closed | -$522K | – | 598 |
|
|
2020
Q1 | $522K | Sell |
23,369
-8,127
| -26% | -$182K | 0.08% | 276 |
|
|
2019
Q4 | $1.03M | Sell |
31,496
-27,067
| -46% | -$882K | 0.12% | 192 |
|
|
2019
Q3 | $1.82M | Sell |
58,563
-5,862
| -9% | -$182K | 0.25% | 97 |
|
|
2019
Q2 | $1.97M | Buy |
64,425
+12,032
| +23% | +$369K | 0.29% | 85 |
|
|
2019
Q1 | $1.58M | Buy |
52,393
+42,792
| +446% | +$1.29M | 0.26% | 97 |
|
|
2018
Q4 | $262K | Buy |
9,601
+2,521
| +36% | +$68.8K | 0.05% | 363 |
|
|
2018
Q3 | $211K | Sell |
7,080
-3,244
| -31% | -$96.7K | 0.05% | 398 |
|
|
2018
Q2 | $295K | Sell |
10,324
-1,570
| -13% | -$44.9K | 0.08% | 307 |
|
|
2018
Q1 | $329K | Buy |
11,894
+177
| +2% | +$4.9K | 0.09% | 254 |
|
|
2017
Q4 | $357K | Sell |
11,717
-7,695
| -40% | -$234K | 0.09% | 255 |
|
|
2017
Q3 | $566K | Buy |
19,412
+14,661
| +309% | +$427K | 0.24% | 99 |
|
|
2017
Q2 | $24 | Buy |
4,751
+2,913
| +158% | +$15 | 0.01% | 729 |
|
|
2017
Q1 | $161K | Buy |
1,838
+1,583
| +621% | +$139K | 0.11% | 213 |
|
|
2016
Q4 | $7K | Buy |
+255
| New | +$7K | 0.01% | 865 |
|