Private Portfolio Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.24M | Buy |
30,918
+107
| +0.3% | +$4.31K | 0.23% | 77 |
|
|
2024
Q3 | $1.29M | Buy |
+30,811
| New | +$1.29M | 0.24% | 68 |
|
|
2024
Q2 | – | Sell |
-32,698
| Closed | -$1.26M | – | 131 |
|
|
2024
Q1 | $1.26M | Buy |
32,698
+279
| +0.9% | +$10.7K | 0.26% | 68 |
|
|
2023
Q4 | $1.16M | Sell |
32,419
-1,052
| -3% | -$37.7K | 0.27% | 67 |
|
|
2023
Q3 | $1.12M | Buy |
33,471
+799
| +2% | +$26.7K | 0.29% | 65 |
|
|
2023
Q2 | $1.11M | Buy |
32,672
+5,395
| +20% | +$183K | 0.29% | 71 |
|
|
2023
Q1 | $968K | Buy |
27,277
+12,434
| +84% | +$441K | 0.26% | 73 |
|
|
2022
Q4 | $543K | Buy |
+14,843
| New | +$543K | 0.14% | 127 |
|