StrategIQ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $336K | Sell |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $319K | Buy |
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|
2023
Q1 | $319K | Buy |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $354K | Sell |
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|
2022
Q1 | $385K | Buy |
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | $372K | Sell |
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|
2021
Q1 | $369K | Buy |
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|
2020
Q4 | $333K | Buy |
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|
2020
Q3 | $293K | Buy |
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|
2020
Q2 | $284K | Sell |
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|
2020
Q1 | $263K | Sell |
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|
2019
Q4 | $387K | Sell |
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|
2019
Q3 | $411K | Buy |
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|
2019
Q2 | $404K | Sell |
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|
2019
Q1 | $497K | Sell |
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|
2018
Q4 | $557K | Buy |
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|
2018
Q3 | $599K | Sell |
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|
2018
Q2 | $803K | Sell |
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|
2018
Q1 | $868K | Sell |
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|
2017
Q4 | $1.54M | Sell |
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|
2017
Q3 | $1.53M | Buy |
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|
2017
Q2 | $1.48M | Buy |
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|
2017
Q1 | $1.51M | Sell |
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|
2016
Q4 | $1.48M | Sell |
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|
2016
Q3 | $1.52M | Buy |
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|
2016
Q2 | $1.48M | Buy |
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