PSG
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Planning Solutions Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Planning Solutions Group’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		$935K Sell
30,500
-100
-0.3% -$3.07K 0.48% 40
2019
Q1 		$923K Sell
30,600
-200
-0.6% -$6.03K 0.49% 41
2018
Q4 		$839K Buy
+30,800
New +$839K 0.51% 37