LAS
LWM Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
29,483
-25,462
| -46% | -$1.07M | 0.85% | 26 |
|
|
2025
Q1 | $2.39M | Buy |
+54,945
| New | +$2.39M | 1.66% | 18 |
|
|
2023
Q3 | – | Sell |
-22,748
| Closed | -$774K | – | 151 |
|
|
2023
Q2 | $774K | Buy |
22,748
+1,923
| +9% | +$65.4K | 0.82% | 23 |
|
|
2023
Q1 | $739K | Sell |
20,825
-115,026
| -85% | -$4.08M | 0.79% | 25 |
|
|
2022
Q4 | $4.97M | Buy |
+135,851
| New | +$4.97M | 5.49% | 5 |
|