KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.21M | Sell |
51,638
-339
| -0.7% | -$7.93K | 0.17% | 138 |
|
|
2014
Q2 | $1.24M | Buy |
51,977
+453
| +0.9% | +$10.8K | 0.18% | 133 |
|
|
2014
Q1 | $1.16M | Buy |
51,524
+10,082
| +24% | +$227K | 0.18% | 128 |
|
|
2013
Q4 | $908K | Buy |
41,442
+14,009
| +51% | +$307K | 0.15% | 154 |
|
|
2013
Q3 | $572K | Buy |
27,433
+15,001
| +121% | +$313K | 0.14% | 172 |
|
|
2013
Q2 | $256K | Buy |
+12,432
| New | +$256K | 0.07% | 296 |
|