Westside Investment Management’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 | $54.4K | Hold |
1,300
| – | – | 0.01% | 445 |
|
|
2025
Q1 | $56.5K | Hold |
1,300
| – | – | 0.01% | 387 |
|
|
2024
Q4 | $52.3K | Hold |
1,300
| – | – | 0.01% | 398 |
|
|
2024
Q3 | $54.5K | Hold |
1,300
| – | – | 0.01% | 385 |
|
|
2024
Q2 | $49.3K | Hold |
1,300
| – | – | 0.01% | 393 |
|
|
2024
Q1 | $50K | Buy |
1,300
+800
| +160% | +$30.8K | 0.01% | 382 |
|
|
2023
Q4 | $17.9K | Hold |
500
| – | – | ﹤0.01% | 507 |
|
|
2023
Q3 | $16.7K | Hold |
500
| – | – | ﹤0.01% | 506 |
|
|
2023
Q2 | $17K | Hold |
500
| – | – | ﹤0.01% | 509 |
|
|
2023
Q1 | $17.8K | Hold |
500
| – | – | 0.01% | 506 |
|
|
2022
Q4 | $18 | Hold |
500
| – | – | ﹤0.01% | 538 |
|
|
2022
Q3 | $16 | Hold |
500
| – | – | ﹤0.01% | 534 |
|
|
2022
Q2 | $17 | Hold |
500
| – | – | ﹤0.01% | 529 |
|
|
2022
Q1 | $18 | Buy |
+500
| New | +$18 | ﹤0.01% | 532 |
|