Wealth Enhancement Advisory Services’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 | $6.33M | Buy |
146,593
+21,827
| +17% | +$943K | 0.01% | 804 |
|
|
2025
Q1 | $5.42M | Buy |
124,766
+5,045
| +4% | +$219K | 0.01% | 803 |
|
|
2024
Q4 | $4.82M | Buy |
119,721
+71,875
| +150% | +$2.89M | 0.01% | 807 |
|
|
2024
Q3 | $2.01M | Buy |
47,846
+3,530
| +8% | +$148K | ﹤0.01% | 1045 |
|
|
2024
Q2 | $1.68M | Sell |
44,316
-27,026
| -38% | -$1.03M | ﹤0.01% | 1060 |
|
|
2024
Q1 | $2.75M | Sell |
71,342
-73,208
| -51% | -$2.82M | 0.01% | 833 |
|
|
2023
Q4 | $5.19M | Sell |
144,550
-16,320
| -10% | -$586K | 0.02% | 599 |
|
|
2023
Q3 | $5.38M | Buy |
+160,870
| New | +$5.38M | 0.02% | 562 |
|