PCA Investment Advisory Services’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 | $478K | Sell |
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|
2025
Q2 | $468K | Buy |
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|
2025
Q1 | $485K | Sell |
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|
2024
Q4 | $462K | Sell |
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|
2024
Q3 | $484K | Buy |
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|
2024
Q2 | $437K | Buy |
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|
2024
Q1 | $442K | Sell |
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|
2023
Q4 | $424K | Sell |
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|
2023
Q3 | $414K | Buy |
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|
2023
Q2 | $411K | Buy |
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|
2023
Q1 | $428K | Buy |
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