Main Street Financial Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
10,919
-939
| -8% | -$39.3K | 0.03% | 376 |
|
|
2025
Q1 | $515K | Buy |
11,858
+788
| +7% | +$34.2K | 0.04% | 311 |
|
|
2024
Q4 | $446K | Sell |
11,070
-128
| -1% | -$5.15K | 0.04% | 308 |
|
|
2024
Q3 | $470K | Sell |
11,198
-215
| -2% | -$9.02K | 0.04% | 319 |
|
|
2024
Q2 | $433K | Buy |
11,413
+23
| +0.2% | +$872 | 0.04% | 342 |
|
|
2024
Q1 | $438K | Sell |
11,390
-160
| -1% | -$6.16K | 0.05% | 331 |
|
|
2023
Q4 | $414K | Buy |
11,550
+169
| +1% | +$6.06K | 0.05% | 295 |
|
|
2023
Q3 | $381K | Sell |
11,381
-1,578
| -12% | -$52.8K | 0.05% | 299 |
|
|
2023
Q2 | $441K | Sell |
12,959
-75
| -0.6% | -$2.55K | 0.06% | 280 |
|
|
2023
Q1 | $463K | Buy |
13,034
+218
| +2% | +$7.74K | 0.07% | 263 |
|
|
2022
Q4 | $469K | Sell |
12,816
-928
| -7% | -$34K | 0.07% | 251 |
|
|
2022
Q3 | $442K | Buy |
+13,744
| New | +$442K | 0.07% | 255 |
|
|
2022
Q2 | – | Sell |
-5,482
| Closed | -$205K | – | 461 |
|
|
2022
Q1 | $205K | Buy |
+5,482
| New | +$205K | 0.03% | 425 |
|