Wealthspire Advisors (New York)’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 | $251K | Hold |
6,000
| – | – | ﹤0.01% | 716 |
|
|
2025
Q1 | $261K | Hold |
6,000
| – | – | ﹤0.01% | 674 |
|
|
2024
Q4 | $242K | Hold |
6,000
| – | – | ﹤0.01% | 697 |
|
|
2024
Q3 | $252K | Hold |
6,000
| – | – | ﹤0.01% | 662 |
|
|
2024
Q2 | $228K | Hold |
6,000
| – | – | ﹤0.01% | 595 |
|
|
2024
Q1 | $231K | Hold |
6,000
| – | – | ﹤0.01% | 565 |
|
|
2023
Q4 | $215K | Hold |
6,000
| – | – | ﹤0.01% | 599 |
|
|
2023
Q3 | $201K | Hold |
6,000
| – | – | ﹤0.01% | 565 |
|
|
2023
Q2 | $204K | Hold |
6,000
| – | – | ﹤0.01% | 525 |
|
|
2023
Q1 | $213K | Hold |
6,000
| – | – | ﹤0.01% | 494 |
|
|
2022
Q4 | $219K | Buy |
+6,000
| New | +$219K | ﹤0.01% | 523 |
|
|
2022
Q3 | – | Sell |
-6,000
| Closed | -$211K | – | 526 |
|
|
2022
Q2 | $211K | Hold |
6,000
| – | – | ﹤0.01% | 463 |
|
|
2022
Q1 | $225K | Buy |
+6,000
| New | +$225K | 0.01% | 396 |
|