U.S. Capital Wealth Advisors’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
2025
Q3
$241K Buy
2025
Q2
$219K Sell
2025
Q1
$2.53M Buy
2024
Q3
Sell
2024
Q2
$205K Hold
2024
Q1
$208K Buy
2023
Q1
Sell
2022
Q4
$204K Buy
2022
Q2
Sell
2022
Q1
$209K Buy