WealthSource Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $387K | Hold |
10,774
| – | – | 0.03% | 372 |
|
|
2023
Q3 | $360K | Hold |
10,774
| – | – | 0.02% | 377 |
|
|
2023
Q2 | $366K | Sell |
10,774
-3,235
| -23% | -$110K | 0.02% | 375 |
|
|
2023
Q1 | $497K | Buy |
14,009
+3,499
| +33% | +$124K | 0.03% | 306 |
|
|
2022
Q4 | $384K | Buy |
+10,510
| New | +$384K | 0.03% | 352 |
|