Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
56,782
+9,374
| +20% | +$392K | 0.04% | 401 |
|
|
2025
Q1 | $2.06M | Buy |
47,408
+4,986
| +12% | +$217K | 0.04% | 384 |
|
|
2024
Q4 | $1.71M | Buy |
42,422
+4,431
| +12% | +$178K | 0.03% | 421 |
|
|
2024
Q3 | $1.59M | Buy |
37,991
+739
| +2% | +$31K | 0.03% | 424 |
|
|
2024
Q2 | $1.41M | Buy |
37,252
+2,673
| +8% | +$101K | 0.03% | 428 |
|
|
2024
Q1 | $1.33M | Buy |
34,579
+3,211
| +10% | +$124K | 0.03% | 432 |
|
|
2023
Q4 | $1.13M | Sell |
31,368
-9,464
| -23% | -$340K | 0.03% | 439 |
|
|
2023
Q3 | $1.37M | Buy |
40,832
+5,631
| +16% | +$188K | 0.05% | 363 |
|
|
2023
Q2 | $1.2M | Sell |
35,201
-6,912
| -16% | -$235K | 0.05% | 354 |
|
|
2023
Q1 | $1.5M | Buy |
42,113
+19,891
| +90% | +$706K | 0.06% | 298 |
|
|
2022
Q4 | $812K | Buy |
+22,222
| New | +$812K | 0.04% | 387 |
|
|
2022
Q3 | – | Sell |
-34,909
| Closed | -$1.23M | – | 835 |
|
|
2022
Q2 | $1.23M | Buy |
+34,909
| New | +$1.23M | 0.06% | 311 |
|