Provence Wealth Management Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$734K Sell
2023
Q3
$685K Sell
2023
Q2
$799K Sell
2023
Q1
$1.04M Sell
2022
Q4
$1.54M Sell
2022
Q3
$1.51M Buy
2022
Q2
$1.65M Sell
2022
Q1
$1.89M Buy
2021
Q4
$1.59M Buy