Peak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $4.5M | Buy |
201,302
+5,329
| +3% | +$119K | 4.81% | 9 |
|
|
2019
Q4 | $6.37M | Sell |
195,973
-788
| -0.4% | -$25.6K | 5.17% | 9 |
|
|
2019
Q3 | $6.11M | Buy |
196,761
+1,059
| +0.5% | +$32.9K | 4.09% | 10 |
|
|
2019
Q2 | $5.84M | Sell |
195,702
-38,169
| -16% | -$1.14M | 3.98% | 10 |
|
|
2019
Q1 | $7.05M | Buy |
233,871
+50,457
| +28% | +$1.52M | 4.83% | 8 |
|
|
2018
Q4 | $5M | Sell |
183,414
-27,951
| -13% | -$761K | 3.59% | 10 |
|
|
2018
Q3 | $6.23M | Buy |
211,365
+17,974
| +9% | +$530K | 4.58% | 8 |
|
|
2018
Q2 | $5.53M | Sell |
193,391
-10,361
| -5% | -$296K | 3.34% | 11 |
|
|
2018
Q1 | $5.75M | Sell |
203,752
-62,092
| -23% | -$1.75M | 4.46% | 9 |
|
|
2017
Q4 | $7.72M | Hold |
265,844
| – | – | 5.25% | 6 |
|
|
2017
Q3 | $7.72M | Sell |
265,844
-4,919
| -2% | -$143K | 5.13% | 6 |
|
|
2017
Q2 | $7.62M | Buy |
+270,763
| New | +$7.62M | 4.26% | 7 |
|