KMS Financial Services’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
2014
Q3
$1.21M Sell
2014
Q2
$1.24M Buy
2014
Q1
$1.16M Buy
2013
Q4
$908K Buy
2013
Q3
$572K Buy
2013
Q2
$256K Buy