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Meritage Portfolio Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Meritage Portfolio Management’s Portfolio FDL Stock Details FDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-11,120
Closed -$309K – 195
2016
Q4 		$309K Buy
+11,120
New +$309K 0.03% 170
2016
Q2 		– Sell
-535,255
Closed -$13.7M – 195
2016
Q1 		$13.7M Buy
+535,255
New +$13.7M 1.55% 6