Waterfront Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $297K | Buy |
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|
2025
Q2 | $280K | Sell |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $303K | Buy |
|
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|
2024
Q2 | $272K | Sell |
|
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q3 | $284K | Hold |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $239K | Hold |
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|
2021
Q1 | $236K | Buy |
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