Wealthspan Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,985
| Closed | -$251K | – | 112 |
|
|
2024
Q3 | $251K | Sell |
5,985
-5,612
| -48% | -$235K | 0.12% | 94 |
|
|
2024
Q2 | $440K | Buy |
11,597
+4,146
| +56% | +$157K | 0.24% | 65 |
|
|
2024
Q1 | $287K | Buy |
+7,451
| New | +$287K | 0.17% | 80 |
|
|
2023
Q3 | – | Sell |
-10,064
| Closed | -$342K | – | 77 |
|
|
2023
Q2 | $342K | Buy |
10,064
+3,632
| +56% | +$124K | 0.27% | 57 |
|
|
2023
Q1 | $228K | Buy |
+6,432
| New | +$228K | 0.2% | 67 |
|