Sightline Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $484K | Sell |
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|
2024
Q1 | $564K | Sell |
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|
2023
Q4 | $624K | Sell |
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|
2023
Q3 | $810K | Sell |
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|
2023
Q2 | $2.15M | Buy |
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|
2023
Q1 | $2.01M | Buy |
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|
2022
Q4 | $1.51M | Buy |
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|
2022
Q3 | $830K | Buy |
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|
2022
Q2 | $611K | Buy |
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|
2022
Q1 | $583K | Buy |
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|
2021
Q4 | $281K | Buy |
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