Parallel Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.85K Buy
+68
New +$2.85K ﹤0.01% 2910
2019
Q3
Sell
-125
Closed -$4K 2408
2019
Q2
$4K Hold
125
﹤0.01% 1881
2019
Q1
$4K Sell
125
-125
-50% -$4K ﹤0.01% 1843
2018
Q4
$6K Hold
250
﹤0.01% 1508
2018
Q3
$7K Buy
+250
New +$7K ﹤0.01% 1565