RVW Wealth’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
2020
Q1
Sell
-20,124
Closed -$656K 95
2019
Q4
$656K Sell
20,124
-192
-0.9% -$6.26K 0.14% 56
2019
Q3
$631K Buy
+20,316
New +$631K 0.15% 55