WIA
Wetzel Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Sell |
64,928
-38,811
| -37% | -$1.63M | 1.24% | 21 |
|
|
2025
Q1 | $4.51M | Sell |
103,739
-4,585
| -4% | -$199K | 2.27% | 13 |
|
|
2024
Q4 | $4.39M | Sell |
108,324
-3,278
| -3% | -$133K | 2.18% | 12 |
|
|
2024
Q3 | $4.68M | Sell |
111,602
-5,001
| -4% | -$210K | 2.35% | 12 |
|
|
2024
Q2 | $4.49M | Buy |
116,603
+191
| +0.2% | +$7.35K | 2.57% | 7 |
|
|
2024
Q1 | $4.26M | Buy |
116,412
+3,119
| +3% | +$114K | 2.51% | 7 |
|
|
2023
Q4 | $4.07M | Buy |
+113,293
| New | +$4.07M | 2.5% | 7 |
|