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Proactive Wealth Strategies’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Proactive Wealth Strategies’s Portfolio FDL Stock Details FDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.26M Buy
77,732
+563
+0.7% +$23.6K 1.54% 17
2025
Q1 		$3.35M Sell
77,169
-1,381
-2% -$60K 1.79% 14
2024
Q4 		$3.16M Buy
78,550
+6,744
+9% +$271K 1.65% 17
2024
Q3 		$3.01M Buy
+71,806
New +$3.01M 1.67% 14