Wealth Enhancement Advisory Services
FDL icon

Wealth Enhancement Advisory Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.22M Sell
123,445
-45,004
-27% -$2.2M 0.01% 795
2025
Q4 		$7.57M Buy
168,449
+5,549
+3% +$242K 0.01% 809
2025
Q3 		$7.09M Buy
162,900
+16,307
+11% +$707K 0.01% 798
2025
Q2 		$6.33M Buy
146,593
+21,827
+17% +$901K 0.01% 805
2025
Q1 		$5.42M Buy
124,766
+5,045
+4% +$213K 0.01% 804
2024
Q4 		$4.82M Buy
119,721
+71,875
+150% +$3.02M 0.01% 808
2024
Q3 		$2.01M Buy
47,846
+3,530
+8% +$142K ﹤0.01% 1047
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% -$2.68M 0.01% 833
2023
Q4 		$5.19M Sell
144,550
-16,320
-10% -$553K 0.02% 599
2023
Q3 		$5.38M Buy
+160,870
New +$5.58M 0.02% 562

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