Twin City Private Wealth’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 | $257K | Buy |
6,136
+37
| +0.6% | +$1.55K | 0.21% | 88 |
|
|
2025
Q1 | $265K | Buy |
6,099
+128
| +2% | +$5.56K | 0.23% | 82 |
|
|
2024
Q4 | $240K | Sell |
5,971
-230
| -4% | -$9.26K | 0.21% | 82 |
|
|
2024
Q3 | $260K | Sell |
6,201
-289
| -4% | -$12.1K | 0.23% | 84 |
|
|
2024
Q2 | $246K | Sell |
6,490
-559
| -8% | -$21.2K | 0.23% | 84 |
|
|
2024
Q1 | $271K | Buy |
+7,049
| New | +$271K | 0.27% | 84 |
|