Tucker Asset Management’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
2024
Q4
$268K Sell
2024
Q3
$402K Sell
2024
Q2
$574K Buy
2024
Q1
$530K Buy
2023
Q4
$489K Buy
2023
Q3
$451K Buy
2023
Q2
$303K Sell
2023
Q1
$324K Buy
2022
Q4
$160K Buy
2022
Q3
$146K Buy
2022
Q2
$54.2K Buy
2022
Q1
$30.6K Hold
2021
Q4
$29.1K Sell
2021
Q3
$28.3K Buy
2021
Q2
$24.4K Sell
2021
Q1
$29.4K Hold
2020
Q4
$26.6K Buy