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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
5,238
-53,075
| -91% | -$2.22M | 0.01% | 812 |
|
|
2025
Q1 | $2.53M | Buy |
+58,313
| New | +$2.53M | 0.08% | 247 |
|
|
2024
Q3 | – | Sell |
-5,400
| Closed | -$205K | – | 702 |
|
|
2024
Q2 | $205K | Hold |
5,400
| – | – | 0.01% | 636 |
|
|
2024
Q1 | $208K | Buy |
+5,400
| New | +$208K | 0.01% | 638 |
|
|
2023
Q1 | – | Sell |
-5,576
| Closed | -$204K | – | 931 |
|
|
2022
Q4 | $204K | Buy |
+5,576
| New | +$204K | 0.01% | 599 |
|
|
2022
Q2 | – | Sell |
-5,576
| Closed | -$209K | – | 685 |
|
|
2022
Q1 | $209K | Buy |
+5,576
| New | +$209K | 0.01% | 661 |
|