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Interchange Capital Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Interchange Capital Partners’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,550
Closed -$164K – 523
2020
Q4 		$164K Buy
+5,550
New +$157K 0.09% 242

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Interchange Capital Partners's FDL Position: Q1 2021 in Review

Interchange Capital Partners sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2021, closing a stake of 5,550 shares — an estimated $164K sold.

Interchange Capital Partners first reported a position in FDL in Q4 2020 and held it in 1 quarter. The position peaked at $164K in Q4 2020. 204 funds tracked by Wall St. Rank hold FDL as of Q1 2021.

  • Interchange Capital Partners reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 5,550 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2021, an estimated $164K.
  • Interchange Capital Partners first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's First Trust Morningstar Dividend Leaders Index Fund position peaked at $164K in Q4 2020.
  • 204 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.