Waldron Private Wealth’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
Q2
Sell
-10,000
Closed -$223K 266
2020
Q1
$223K Buy
+10,000
New +$223K 0.02% 212