Mayflower Financial Advisors’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
-7,475
Closed -$265K 360
2023
Q1
$265K Buy
7,475
+950
+15% +$33.7K 0.03% 284
2022
Q4
$239K Buy
+6,525
New +$239K 0.03% 298