IFWM
Institute for 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 | $272K | Hold |
6,507
| – | – | 0.03% | 454 |
|
|
2025
Q1 | $283K | Hold |
6,507
| – | – | 0.04% | 426 |
|
|
2024
Q4 | $262K | Sell |
6,507
-91
| -1% | -$3.66K | 0.03% | 429 |
|
|
2024
Q3 | $277K | Hold |
6,598
| – | – | 0.03% | 437 |
|
|
2024
Q2 | $250K | Hold |
6,598
| – | – | 0.03% | 429 |
|
|
2024
Q1 | $254K | Sell |
6,598
-72
| -1% | -$2.77K | 0.03% | 423 |
|
|
2023
Q4 | $239K | Hold |
6,670
| – | – | 0.04% | 419 |
|
|
2023
Q3 | $223K | Sell |
6,670
-19
| -0.3% | -$635 | 0.04% | 405 |
|
|
2023
Q2 | $227K | Hold |
6,689
| – | – | 0.04% | 410 |
|
|
2023
Q1 | $237K | Hold |
6,689
| – | – | 0.05% | 395 |
|
|
2022
Q4 | $245K | Sell |
6,689
-93
| -1% | -$3.4K | 0.05% | 382 |
|
|
2022
Q3 | $218K | Hold |
6,782
| – | – | 0.05% | 405 |
|
|
2022
Q2 | $239K | Hold |
6,782
| – | – | 0.05% | 450 |
|
|
2022
Q1 | $254K | Hold |
6,782
| – | – | 0.04% | 458 |
|
|
2021
Q4 | $241K | Hold |
6,782
| – | – | 0.04% | 423 |
|
|
2021
Q3 | $222K | Hold |
6,782
| – | – | 0.04% | 439 |
|
|
2021
Q2 | $225K | Hold |
6,782
| – | – | 0.04% | 438 |
|
|
2021
Q1 | $222K | Hold |
6,782
| – | – | 0.04% | 418 |
|
|
2020
Q4 | $201K | Buy |
+6,782
| New | +$201K | 0.04% | 423 |
|
|
2020
Q1 | – | Sell |
-8,932
| Closed | -$291K | – | 470 |
|
|
2019
Q4 | $291K | Hold |
8,932
| – | – | 0.07% | 351 |
|
|
2019
Q3 | $277K | Sell |
8,932
-908
| -9% | -$28.2K | 0.07% | 339 |
|
|
2019
Q2 | $301K | Buy |
9,840
+968
| +11% | +$29.6K | 0.07% | 352 |
|
|
2019
Q1 | $268K | Buy |
+8,872
| New | +$268K | 0.06% | 356 |
|
|
2018
Q1 | – | Sell |
-6,916
| Closed | -$208K | – | 300 |
|
|
2017
Q4 | $208K | Buy |
+6,916
| New | +$208K | 0.05% | 352 |
|