Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $35.6M | Sell |
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|
2024
Q2 | $32.5M | Sell |
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|
2024
Q1 | $41.4M | Sell |
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|
2023
Q4 | $38.6M | Sell |
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|
2023
Q3 | $36.1M | Buy |
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|
2023
Q2 | $34.8M | Buy |
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|
2023
Q1 | $32M | Buy |
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|
2022
Q4 | $23.1M | Buy |
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|
2022
Q3 | $3.75M | Buy |
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|
2022
Q2 | $400K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $104K | Buy |
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