Paragon Private Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $360K | Sell |
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|
2025
Q2 | $416K | Hold |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $517K | Sell |
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|
2024
Q3 | $542K | Buy |
|
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|
2024
Q2 | $471K | Hold |
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|
2024
Q1 | $478K | Sell |
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|
2023
Q4 | $454K | Buy |
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|
2023
Q3 | $416K | Hold |
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|
2023
Q2 | $423K | Hold |
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|
2023
Q1 | $442K | Sell |
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|
2022
Q4 | $654K | Buy |
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|
2022
Q3 | $566K | Buy |
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|
2022
Q2 | $547K | Hold |
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|
2022
Q1 | $599K | Hold |
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|
2021
Q4 | $552K | Buy |
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