Weaver Consulting Group’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
Q3 | $503K | Hold |
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|
2025
Q2 | $485K | Hold |
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|
2025
Q1 | $503K | Hold |
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|
2024
Q4 | $466K | Hold |
|
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|
2024
Q3 | $486K | Hold |
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|
2024
Q2 | $439K | Sell |
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|
2024
Q1 | $453K | Hold |
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|
2023
Q4 | $423K | Hold |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $418K | Sell |
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|
2023
Q1 | $461K | Sell |
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|
2022
Q4 | $489K | Hold |
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|
2022
Q3 | $430K | Hold |
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|
2022
Q2 | $471K | Hold |
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|
2022
Q1 | $501K | Sell |
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|
2021
Q4 | $483K | Hold |
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|
2021
Q3 | $445K | Hold |
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|
2021
Q2 | $451K | Hold |
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|
2021
Q1 | $444K | Hold |
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|
2020
Q4 | $402K | Sell |
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|
2020
Q3 | $397K | Sell |
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|
2020
Q2 | $431K | Sell |
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|
2020
Q1 | $468K | Sell |
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|
2019
Q4 | $2.49M | Hold |
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|
2019
Q3 | $2.51M | Buy |
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|
2019
Q2 | $2.44M | Buy |
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|
2019
Q1 | $2.4M | Buy |
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