Stratos Wealth Advisors’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 | $2.58M | Buy |
61,615
+55,759
| +952% | +$2.33M | 0.14% | 155 |
|
|
2025
Q1 | $254K | Buy |
5,856
+49
| +0.8% | +$2.13K | 0.01% | 579 |
|
|
2024
Q4 | $234K | Buy |
5,807
+70
| +1% | +$2.82K | 0.01% | 638 |
|
|
2024
Q3 | $241K | Sell |
5,737
-1,551
| -21% | -$65.1K | 0.01% | 663 |
|
|
2024
Q2 | $276K | Sell |
7,288
-926
| -11% | -$35.1K | 0.01% | 587 |
|
|
2024
Q1 | $316K | Buy |
8,214
+1,383
| +20% | +$53.2K | 0.02% | 544 |
|
|
2023
Q4 | $245K | Buy |
+6,831
| New | +$245K | 0.01% | 604 |
|
|
2022
Q3 | – | Sell |
-11,068
| Closed | -$390K | – | 502 |
|
|
2022
Q2 | $390K | Buy |
+11,068
| New | +$390K | 0.04% | 400 |
|