SEI Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-514
| Closed | -$15K | – | 2768 |
|
|
2018
Q2 | $15K | Buy |
+514
| New | +$15K | ﹤0.01% | 2878 |
|
|
2018
Q1 | – | Sell |
-681
| Closed | -$20K | – | 3529 |
|
|
2017
Q4 | $20K | Sell |
681
-462
| -40% | -$13.6K | ﹤0.01% | 2600 |
|
|
2017
Q3 | $33K | Buy |
+1,143
| New | +$33K | ﹤0.01% | 2374 |
|
|
2017
Q1 | – | Sell |
-364
| Closed | -$10K | – | 2964 |
|
|
2016
Q4 | $10K | Buy |
+364
| New | +$10K | ﹤0.01% | 2465 |
|