JNBA Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-468
| Closed | -$13K | – | 768 |
|
|
2016
Q3 | $13K | Buy |
+468
| New | +$13K | ﹤0.01% | 941 |
|
|
2015
Q3 | – | Sell |
-371
| Closed | -$8K | – | 532 |
|
|
2015
Q2 | $8K | Hold |
371
| – | – | ﹤0.01% | 365 |
|
|
2015
Q1 | $9K | Hold |
371
| – | – | ﹤0.01% | 370 |
|
|
2014
Q4 | $9K | Hold |
371
| – | – | ﹤0.01% | 367 |
|
|
2014
Q3 | $9K | Sell |
371
-310
| -46% | -$7.52K | ﹤0.01% | 376 |
|
|
2014
Q2 | $16K | Buy |
681
+310
| +84% | +$7.28K | 0.01% | 298 |
|
|
2014
Q1 | $8K | Buy |
+371
| New | +$8K | ﹤0.01% | 346 |
|