NewSquare Capital’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 | $14.9K | Buy |
+355
| New | +$14.9K | ﹤0.01% | 550 |
|
|
2024
Q2 | – | Sell |
-355
| Closed | -$13.7K | – | 392 |
|
|
2024
Q1 | $13.7K | Hold |
355
| – | – | ﹤0.01% | 235 |
|
|
2023
Q4 | $12.7K | Hold |
355
| – | – | ﹤0.01% | 257 |
|
|
2023
Q3 | $11.9K | Hold |
355
| – | – | ﹤0.01% | 293 |
|
|
2023
Q2 | $12.1K | Hold |
355
| – | – | ﹤0.01% | 317 |
|
|
2023
Q1 | $12.6K | Buy |
+355
| New | +$12.6K | ﹤0.01% | 323 |
|