V 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
2022
Q4
Sell
-11,002
Closed -$353K 375
2022
Q3
$353K Buy
+11,002
New +$393K 0.07% 256
2019
Q3
Sell
-8,032
Closed -$247K 305
2019
Q2
$247K Sell
8,032
-131
-2% -$3.96K 0.09% 222
2019
Q1
$247K Sell
8,163
-4,875
-37% -$141K 0.1% 206
2018
Q4
$365K Sell
13,038
-10
-0.1% -$290 0.19% 136
2018
Q3
$387K Sell
13,048
-4,148
-24% -$122K 0.18% 142
2018
Q2
$502K Sell
17,196
-4,846
-22% -$138K 0.28% 96
2018
Q1
$609K Buy
22,042
+3,185
+17% +$93.6K 0.33% 87
2017
Q4
$574K Buy
18,857
+824
+5% +$24.2K 0.29% 91
2017
Q3
$522K Buy
18,033
+2,166
+14% +$61.5K 0.26% 91
2017
Q2
$445K Buy
+15,867
New +$453K 0.21% 101

Other funds holding FDL