Mid Atlantic Financial Management’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
2021
Q3
$302K Sell
9,212
-3,719
-29% -$122K 0.02% 663
2021
Q2
$429K Buy
12,931
+418
+3% +$13.9K 0.03% 526
2021
Q1
$409K Buy
12,513
+1,102
+10% +$36K 0.03% 500
2020
Q4
$338K Buy
11,411
+2,595
+29% +$76.9K 0.03% 530
2020
Q3
$248K Buy
+8,816
New +$248K 0.02% 589