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Reilly Financial Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Reilly Financial Advisors’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,092
Closed -$25K – 841
2014
Q1 		$25K Hold
1,092
– – 0.01% 384
2013
Q4 		$24K Hold
1,092
– – 0.01% 356
2013
Q3 		$23K Buy
+1,092
New +$23K 0.01% 326