Mariner Wealth Advisors (Cincinnati)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $364K | Hold |
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|
2018
Q2 | $349K | Hold |
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|
2018
Q1 | $344K | Hold |
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|
2017
Q4 | $367K | Sell |
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|
2017
Q3 | $399K | Hold |
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|
2017
Q2 | $387K | Sell |
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|
2017
Q1 | $404K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $375K | Hold |
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|
2016
Q2 | $369K | Hold |
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|
2016
Q1 | $352K | Hold |
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|
2015
Q4 | $326K | Buy |
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