Independent Wealth Network’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 | $206K | Buy |
+4,927
| New | +$206K | 0.08% | 245 |
|
|
2024
Q1 | – | Sell |
-5,989
| Closed | -$215K | – | 229 |
|
|
2023
Q4 | $215K | Sell |
5,989
-452
| -7% | -$16.2K | 0.11% | 194 |
|
|
2023
Q3 | $215K | Hold |
6,441
| – | – | 0.13% | 181 |
|
|
2023
Q2 | $219K | Sell |
6,441
-397
| -6% | -$13.5K | 0.13% | 182 |
|
|
2023
Q1 | $243K | Sell |
6,838
-120
| -2% | -$4.26K | 0.16% | 153 |
|
|
2022
Q4 | $254K | Buy |
+6,958
| New | +$254K | 0.17% | 143 |
|