PCA Investment Advisory Services’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 | $468K | Buy |
11,186
+27
| +0.2% | +$1.13K | 0.2% | 49 |
|
|
2025
Q1 | $485K | Sell |
11,159
-311
| -3% | -$13.5K | 0.26% | 42 |
|
|
2024
Q4 | $462K | Sell |
11,470
-70
| -0.6% | -$2.82K | 0.21% | 67 |
|
|
2024
Q3 | $484K | Buy |
11,540
+23
| +0.2% | +$965 | 0.23% | 64 |
|
|
2024
Q2 | $437K | Buy |
11,517
+31
| +0.3% | +$1.18K | 0.23% | 62 |
|
|
2024
Q1 | $442K | Sell |
11,486
-342
| -3% | -$13.2K | 0.25% | 61 |
|
|
2023
Q4 | $424K | Sell |
11,828
-565
| -5% | -$20.3K | 0.28% | 58 |
|
|
2023
Q3 | $414K | Buy |
12,393
+302
| +2% | +$10.1K | 0.3% | 57 |
|
|
2023
Q2 | $411K | Buy |
12,091
+37
| +0.3% | +$1.26K | 0.25% | 59 |
|
|
2023
Q1 | $428K | Buy |
+12,054
| New | +$428K | 0.3% | 55 |
|