United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Sell |
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|
2019
Q3 | $264K | Sell |
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|
2019
Q2 | $399K | Sell |
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|
2019
Q1 | $405K | Hold |
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|
2018
Q4 | $366K | Buy |
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|
2018
Q3 | $377K | Sell |
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|
2018
Q2 | $371K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $489K | Sell |
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|
2017
Q2 | $990K | Buy |
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|
2017
Q1 | $545K | Buy |
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