United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,204
| Closed | -$235K | – | 1238 |
|
|
2019
Q4 | $235K | Sell |
7,204
-1,315
| -15% | -$42.9K | ﹤0.01% | 1222 |
|
|
2019
Q3 | $264K | Sell |
8,519
-4,504
| -35% | -$140K | ﹤0.01% | 1103 |
|
|
2019
Q2 | $399K | Sell |
13,023
-402
| -3% | -$12.3K | ﹤0.01% | 1103 |
|
|
2019
Q1 | $405K | Hold |
13,425
| – | – | ﹤0.01% | 1031 |
|
|
2018
Q4 | $366K | Buy |
13,425
+775
| +6% | +$21.1K | ﹤0.01% | 1007 |
|
|
2018
Q3 | $377K | Sell |
12,650
-331
| -3% | -$9.87K | ﹤0.01% | 1030 |
|
|
2018
Q2 | $371K | Buy |
+12,981
| New | +$371K | ﹤0.01% | 1021 |
|
|
2017
Q4 | – | Sell |
-16,846
| Closed | -$489K | – | 1325 |
|
|
2017
Q3 | $489K | Sell |
16,846
-18,356
| -52% | -$533K | ﹤0.01% | 963 |
|
|
2017
Q2 | $990K | Buy |
35,202
+16,287
| +86% | +$458K | 0.01% | 767 |
|
|
2017
Q1 | $545K | Buy |
+18,915
| New | +$545K | 0.01% | 896 |
|