LGA
Lebenthal Global Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,255
| Closed | -$234K | – | 138 |
|
|
2022
Q1 | $234K | Sell |
6,255
-100
| -2% | -$3.74K | 0.1% | 134 |
|
|
2021
Q4 | $225K | Hold |
6,355
| – | – | 0.09% | 152 |
|
|
2021
Q3 | $208K | Hold |
6,355
| – | – | 0.13% | 121 |
|
|
2021
Q2 | $210K | Sell |
6,355
-400
| -6% | -$13.2K | 0.11% | 150 |
|
|
2021
Q1 | $221K | Buy |
6,755
+6,255
| +1,251% | +$205K | 0.14% | 123 |
|
|
2020
Q4 | $14K | Buy |
+500
| New | +$14K | 0.01% | 413 |
|