Plante Moran Financial Advisors’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
Q1 | – | Hold |
0
| – | – | – | 854 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 938 |
|
|
2021
Q4 | – | Sell |
-511
| Closed | -$17K | – | 1030 |
|
|
2021
Q3 | $17K | Buy |
+511
| New | +$17K | ﹤0.01% | 593 |
|
|
2019
Q3 | – | Sell |
-227
| Closed | -$7K | – | 861 |
|
|
2019
Q2 | $7K | Buy |
+227
| New | +$7K | ﹤0.01% | 600 |
|
|
2015
Q3 | – | Sell |
-134
| Closed | -$3K | – | 713 |
|
|
2015
Q2 | $3K | Hold |
134
| – | – | ﹤0.01% | 658 |
|
|
2015
Q1 | $3K | Hold |
134
| – | – | ﹤0.01% | 646 |
|
|
2014
Q4 | $3K | Buy |
+134
| New | +$3K | ﹤0.01% | 712 |
|