JFS Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.47M | Buy |
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|
2025
Q1 | $6.43M | Sell |
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|
2024
Q4 | $6.16M | Sell |
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|
2024
Q3 | $6.5M | Sell |
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|
2024
Q2 | $5.89M | Buy |
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|
2024
Q1 | $5.96M | Sell |
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|
2023
Q4 | $5.7M | Sell |
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|
2023
Q3 | $5.32M | Sell |
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|
2023
Q2 | $5.66M | Sell |
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|
2023
Q1 | $6.53M | Sell |
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|
2022
Q4 | $6.98M | Sell |
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|
2022
Q3 | $6.16M | Sell |
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|
2022
Q2 | $6.86M | Sell |
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|
2022
Q1 | $7.33M | Sell |
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|
2021
Q4 | $7.49M | Sell |
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|
2021
Q3 | $7.14M | Sell |
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|
2021
Q2 | $8.44M | Buy |
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|
2021
Q1 | $8.13M | Sell |
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|
2020
Q4 | $9.69M | Sell |
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|
2020
Q3 | $8.85M | Sell |
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|
2020
Q2 | $9.18M | Sell |
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|
2020
Q1 | $9.04M | Buy |
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|
2019
Q4 | $13M | Sell |
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|
2019
Q3 | $13.5M | Sell |
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|
2019
Q2 | $13.3M | Sell |
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|
2019
Q1 | $13.3M | Buy |
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|
2018
Q4 | $11.7M | Buy |
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|
2018
Q3 | $12.5M | Sell |
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|
2018
Q2 | $12.2M | Buy |
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|
2018
Q1 | $12M | Sell |
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|
2017
Q4 | $13M | Buy |
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|
2017
Q3 | $12.3M | Buy |
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|
2017
Q2 | $10.7M | Buy |
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|
2017
Q1 | $7.13M | Hold |
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|
2016
Q4 | $7.13M | Buy |
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|
2016
Q3 | $4.73M | Buy |
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|
2016
Q2 | $1.55M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $24K | Hold |
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|
2015
Q1 | $24K | Hold |
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|
2014
Q4 | $25K | Sell |
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|
2014
Q3 | $26K | Buy |
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