Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
11,908
-899
| -7% | -$37.6K | 0.01% | 795 |
|
|
2025
Q1 | $556K | Sell |
12,807
-1,301
| -9% | -$56.5K | 0.01% | 743 |
|
|
2024
Q4 | $568K | Buy |
14,108
+364
| +3% | +$14.7K | 0.01% | 651 |
|
|
2024
Q3 | $577K | Sell |
13,744
-43
| -0.3% | -$1.8K | 0.01% | 553 |
|
|
2024
Q2 | $523K | Buy |
13,787
+2,748
| +25% | +$104K | 0.01% | 572 |
|
|
2024
Q1 | $425K | Buy |
+11,039
| New | +$425K | 0.01% | 507 |
|