National Wealth Management Group’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
Q4 | – | Sell |
-6,763
| Closed | -$226K | – | 142 |
|
|
2023
Q3 | $226K | Sell |
6,763
-211
| -3% | -$7.06K | 0.25% | 112 |
|
|
2023
Q2 | $245K | Sell |
6,974
-21,141
| -75% | -$744K | 0.26% | 111 |
|
|
2023
Q1 | $954K | Sell |
28,115
-27,763
| -50% | -$942K | 1.09% | 27 |
|
|
2022
Q4 | $2.04M | Buy |
55,878
+49,311
| +751% | +$1.8M | 2.45% | 8 |
|
|
2022
Q3 | $211K | Buy |
+6,567
| New | +$211K | 0.27% | 114 |
|