WealthTrust Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
|
|||||
|
2025
Q1 | $356K | Sell |
|
|||||
|
2024
Q4 | $382K | Buy |
|
|||||
|
2024
Q3 | $374K | Buy |
|
|||||
|
2024
Q2 | $300K | Buy |
|
|||||
|
2024
Q1 | $304K | Buy |
|
|||||
|
2023
Q4 | $283K | Buy |
|
|||||
|
2023
Q3 | $263K | Buy |
|
|||||
|
2023
Q2 | $268K | Sell |
|
|||||
|
2023
Q1 | $298K | Buy |
|
|||||
|
2022
Q4 | $307K | Sell |
|
|||||
|
2022
Q3 | $276K | Sell |
|
|||||
|
2022
Q2 | $332K | Buy |
|
|||||
|
2022
Q1 | $353K | Buy |
|
|||||
|
2021
Q4 | $335K | Buy |
|
|||||
|
2021
Q3 | $308K | Buy |
|
|||||
|
2021
Q2 | $312K | Buy |
|