Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $29.2K | Buy |
769
+9
| +1% | +$342 | ﹤0.01% | 295 |
|
|
2024
Q1 | $29.2K | Buy |
760
+7
| +0.9% | +$269 | ﹤0.01% | 292 |
|
|
2023
Q4 | $27K | Buy |
753
+11
| +1% | +$395 | ﹤0.01% | 288 |
|
|
2023
Q3 | $24.8K | Buy |
742
+8
| +1% | +$268 | ﹤0.01% | 285 |
|
|
2023
Q2 | $25K | Buy |
734
+9
| +1% | +$306 | ﹤0.01% | 288 |
|
|
2023
Q1 | $25.7K | Buy |
725
+7
| +1% | +$248 | ﹤0.01% | 277 |
|
|
2022
Q4 | $26.3K | Buy |
718
+7
| +1% | +$256 | ﹤0.01% | 279 |
|
|
2022
Q3 | $23K | Buy |
+711
| New | +$23K | ﹤0.01% | 294 |
|