Twin Peaks 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 | $488K | Sell |
11,358
-63
| -0.6% | -$2.71K | 0.16% | 96 |
|
|
2025
Q1 | $457K | Buy |
11,421
+2,454
| +27% | +$98.2K | 0.21% | 87 |
|
|
2024
Q4 | $361K | Buy |
8,967
+1,060
| +13% | +$42.7K | 0.15% | 97 |
|
|
2024
Q3 | $332K | Buy |
7,907
+789
| +11% | +$33.1K | 0.15% | 98 |
|
|
2024
Q2 | $270K | Buy |
7,118
+137
| +2% | +$5.2K | 0.13% | 105 |
|
|
2024
Q1 | $269K | Buy |
+6,981
| New | +$269K | 0.15% | 108 |
|