JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $996K | Sell |
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|
2023
Q2 | $2.11M | Sell |
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|
2023
Q1 | $7.52M | Buy |
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|
2022
Q4 | $7.32M | Buy |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $912K | Sell |
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|
2021
Q3 | $962K | Buy |
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|
2021
Q2 | $945K | Buy |
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|
2021
Q1 | $550K | Buy |
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|
2020
Q4 | $287K | Buy |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.76M | Buy |
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|
2019
Q3 | $1.67M | Buy |
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|
2019
Q2 | $1.63M | Buy |
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|
2019
Q1 | $1.6M | Buy |
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|
2018
Q4 | $1.45M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $210K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $202K | Sell |
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|
2015
Q1 | $265K | Buy |
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