LVZ Inc’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
2023
Q2
Sell
-6,165
Closed -$219K 153
2023
Q1
$219K Buy
6,165
+185
+3% +$6.57K 0.03% 134
2022
Q4
$219K Buy
+5,980
New +$219K 0.03% 131