Strategic Investment Solutions’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
2023
Q4
Sell
-31,500
Closed -$1.1M 1139
2023
Q3
$1.1M Buy
31,500
+30,000
+2,000% +$1.05M 0.01% 305
2023
Q2
$50K Buy
+1,500
New +$50K 0.01% 307