Sowell Financial Services’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 | $230K | Buy |
5,505
+52
| +1% | +$2.18K | 0.01% | 898 |
|
|
2025
Q1 | $237K | Buy |
+5,453
| New | +$237K | 0.01% | 863 |
|
|
2022
Q4 | – | Sell |
-12,180
| Closed | -$391K | – | 528 |
|
|
2022
Q3 | $391K | Buy |
+12,180
| New | +$391K | 0.04% | 342 |
|
|
2021
Q2 | – | Sell |
-2,676
| Closed | -$93K | – | 1242 |
|
|
2021
Q1 | $93K | Buy |
2,676
+12
| +0.5% | +$417 | ﹤0.01% | 1397 |
|
|
2020
Q4 | $79K | Buy |
2,664
+2,507
| +1,597% | +$74.3K | ﹤0.01% | 1244 |
|
|
2020
Q3 | $4K | Buy |
157
+2
| +1% | +$51 | ﹤0.01% | 2047 |
|
|
2020
Q2 | $4K | Sell |
155
-3,519
| -96% | -$90.8K | ﹤0.01% | 1956 |
|
|
2020
Q1 | $82K | Buy |
3,674
+40
| +1% | +$893 | 0.01% | 908 |
|
|
2019
Q4 | $118K | Buy |
3,634
+45
| +1% | +$1.46K | 0.01% | 862 |
|
|
2019
Q3 | $111K | Buy |
+3,589
| New | +$111K | 0.01% | 792 |
|