Prosperity Wealth Management’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
2023
Q3
Sell
-16,156
Closed -$549K 142
2023
Q2
$549K Sell
16,156
-3,283
-17% -$112K 0.36% 36
2023
Q1
$690K Sell
19,439
-24,265
-56% -$861K 0.55% 36
2022
Q4
$1.6M Buy
+43,704
New +$1.6M 1.51% 16