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Independent Portfolio Consultants’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Independent Portfolio Consultants’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,125
Closed -$31K – 839
2016
Q4 		$31K Sell
1,125
-385
-25% -$10.6K 0.01% 585
2016
Q3 		$41K Hold
1,510
– – 0.01% 577
2016
Q2 		$41K Buy
+1,510
New +$41K 0.01% 567