Spectrum Wealth Advisory 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 | $1.5M | Sell |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $2.51M | Sell |
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|
2024
Q2 | $10.6M | Buy |
|
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $9.38M | Buy |
|
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|
2023
Q3 | $8.67M | Buy |
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|
2023
Q2 | $8.68M | Buy |
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|
2023
Q1 | $7.27M | Sell |
|
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|
2022
Q4 | $8.84M | Sell |
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|
2022
Q3 | $7.83M | Sell |
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|
2022
Q2 | $8.6M | Buy |
|