Semus Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
7,325
+366
| +5% | +$15.3K | 0.2% | 81 |
|
|
2025
Q1 | $302K | Buy |
6,959
+1,191
| +21% | +$51.7K | 0.21% | 77 |
|
|
2024
Q4 | $232K | Buy |
5,768
+69
| +1% | +$2.78K | 0.15% | 97 |
|
|
2024
Q3 | $239K | Sell |
5,699
-298
| -5% | -$12.5K | 0.17% | 102 |
|
|
2024
Q2 | $227K | Sell |
5,997
-138
| -2% | -$5.23K | 0.18% | 97 |
|
|
2024
Q1 | $236K | Sell |
6,135
-465
| -7% | -$17.9K | 0.2% | 108 |
|
|
2023
Q4 | $237K | Buy |
6,600
+64
| +1% | +$2.3K | 0.19% | 107 |
|
|
2023
Q3 | $219K | Buy |
+6,536
| New | +$219K | 0.2% | 103 |
|