McAdam LLC’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 | $9.53M | Sell |
227,660
-2,584
| -1% | -$108K | 0.52% | 27 |
|
|
2025
Q1 | $10M | Buy |
230,244
+38,269
| +20% | +$1.66M | 0.62% | 25 |
|
|
2024
Q4 | $7.73M | Buy |
+191,975
| New | +$7.73M | 0.42% | 34 |
|
|
2018
Q4 | – | Sell |
-553
| Closed | -$17K | – | 224 |
|
|
2018
Q3 | $17K | Hold |
553
| – | – | 0.01% | 276 |
|
|
2018
Q2 | $16K | Sell |
553
-400
| -42% | -$11.6K | 0.01% | 273 |
|
|
2018
Q1 | $27K | Buy |
+953
| New | +$27K | 0.01% | 206 |
|