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Prosperity Financial Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-43,395
Closed -$1.48M 123
2023
Q2
$1.48M Sell
43,395
-1,326
-3% -$45.1K 1.3% 19
2023
Q1
$1.59M Sell
44,721
-106,967
-71% -$3.8M 1.61% 14
2022
Q4
$5.55M Buy
+151,688
New +$5.55M 5.98% 4