MGWA
Monument Group Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Hold |
10,350
| – | – | 0.27% | 23 |
|
|
2025
Q1 | $450K | Hold |
10,350
| – | – | 0.31% | 22 |
|
|
2024
Q4 | $417K | Hold |
10,350
| – | – | 0.3% | 22 |
|
|
2024
Q3 | $434K | Hold |
10,350
| – | – | 0.26% | 24 |
|
|
2024
Q2 | $393K | Hold |
10,350
| – | – | 0.26% | 25 |
|
|
2024
Q1 | $398K | Hold |
10,350
| – | – | 0.3% | 25 |
|
|
2023
Q4 | $371K | Buy |
+10,350
| New | +$371K | 0.32% | 24 |
|