Sound Income Strategies’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 | $14.7K | Hold |
350
| – | – | ﹤0.01% | 831 |
|
|
2025
Q1 | $15.2K | Hold |
350
| – | – | ﹤0.01% | 785 |
|
|
2024
Q4 | $14.1K | Buy |
350
+186
| +113% | +$7.49K | ﹤0.01% | 753 |
|
|
2024
Q3 | $6.88K | Sell |
164
-1
| -0.6% | -$42 | ﹤0.01% | 879 |
|
|
2024
Q2 | $6.21K | Sell |
165
-1,453
| -90% | -$54.7K | ﹤0.01% | 890 |
|
|
2024
Q1 | $62.3K | Buy |
+1,618
| New | +$62.3K | ﹤0.01% | 383 |
|
|
2023
Q3 | – | Sell |
-249
| Closed | -$8.48K | – | 1180 |
|
|
2023
Q2 | $8.48K | Buy |
+249
| New | +$8.48K | ﹤0.01% | 609 |
|
|
2021
Q3 | – | Sell |
-172
| Closed | -$6K | – | 851 |
|
|
2021
Q2 | $6K | Hold |
172
| – | – | ﹤0.01% | 569 |
|
|
2021
Q1 | $5.63K | Hold |
172
| – | – | ﹤0.01% | 599 |
|
|
2020
Q4 | $5K | Sell |
172
-50
| -23% | -$1.45K | ﹤0.01% | 578 |
|
|
2020
Q3 | $6K | Hold |
222
| – | – | ﹤0.01% | 508 |
|
|
2020
Q2 | $6K | Hold |
222
| – | – | ﹤0.01% | 475 |
|
|
2020
Q1 | $5K | Hold |
222
| – | – | ﹤0.01% | 450 |
|
|
2019
Q4 | $7K | Hold |
222
| – | – | ﹤0.01% | 393 |
|
|
2019
Q3 | $7K | Hold |
222
| – | – | ﹤0.01% | 368 |
|
|
2019
Q2 | $7K | Hold |
222
| – | – | ﹤0.01% | 382 |
|
|
2019
Q1 | $7K | Hold |
222
| – | – | ﹤0.01% | 390 |
|
|
2018
Q4 | $6K | Sell |
222
-70
| -24% | -$1.89K | ﹤0.01% | 410 |
|
|
2018
Q3 | $9K | Hold |
292
| – | – | ﹤0.01% | 365 |
|
|
2018
Q2 | $8K | Hold |
292
| – | – | ﹤0.01% | 349 |
|
|
2018
Q1 | $8K | Sell |
292
-86
| -23% | -$2.36K | 0.01% | 316 |
|
|
2017
Q4 | $11K | Buy |
+378
| New | +$11K | 0.01% | 202 |
|