Integrated Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,668
| Closed | -$587K | – | 682 |
|
|
2022
Q1 | $587K | Sell |
15,668
-643
| -4% | -$24.1K | 0.03% | 403 |
|
|
2021
Q4 | $580K | Buy |
16,311
+13
| +0.1% | +$462 | 0.03% | 384 |
|
|
2021
Q3 | $534K | Sell |
16,298
-492
| -3% | -$16.1K | 0.04% | 381 |
|
|
2021
Q2 | $557K | Buy |
16,790
+11
| +0.1% | +$365 | 0.04% | 336 |
|
|
2021
Q1 | $549K | Buy |
+16,779
| New | +$549K | 0.05% | 315 |
|