Swisher Financial Concepts’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 | $283K | Sell |
6,763
-170
| -2% | -$7.12K | 0.18% | 74 |
|
|
2025
Q1 | $301K | Buy |
+6,933
| New | +$301K | 0.25% | 54 |
|
|
2024
Q4 | – | Sell |
-8,316
| Closed | -$345K | – | 70 |
|
|
2024
Q3 | $345K | Sell |
8,316
-84
| -1% | -$3.49K | 0.22% | 66 |
|
|
2024
Q2 | $318K | Sell |
8,400
-3
| -0% | -$114 | 0.32% | 56 |
|
|
2024
Q1 | $315K | Sell |
8,403
-720
| -8% | -$27K | 0.27% | 57 |
|
|
2023
Q4 | $325K | Buy |
+9,123
| New | +$325K | 0.31% | 55 |
|