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Legacy Wealth Management (Idaho)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio FDL Stock Details FDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5
Closed -$210 – 827
2024
Q4 		$210 Hold
5
– – ﹤0.01% 707
2024
Q3 		$211 Buy
+5
New +$211 ﹤0.01% 662