WealthSource Partners’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
2023
Q4
$387K Hold
2023
Q3
$360K Hold
2023
Q2
$366K Sell
2023
Q1
$497K Buy
2022
Q4
$384K Buy