Sound View Wealth Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Buy |
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|
2025
Q1 | $847K | Sell |
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|
2024
Q4 | $837K | Sell |
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|
2024
Q3 | $885K | Buy |
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|
2024
Q2 | $706K | Buy |
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|
2024
Q1 | $673K | Sell |
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|
2023
Q4 | $676K | Buy |
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|
2023
Q3 | $581K | Buy |
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|
2023
Q2 | $577K | Buy |
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|
2023
Q1 | $596K | Sell |
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|
2022
Q4 | $676K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | $246K | Buy |
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|
2021
Q3 | $226K | Sell |
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|
2021
Q2 | $229K | Buy |
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