WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $130K | Buy |
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|
2017
Q1 | $133K | Sell |
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|
2016
Q4 | $410K | Sell |
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|
2016
Q3 | $623K | Buy |
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|
2016
Q2 | $582K | Sell |
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|
2016
Q1 | $560K | Buy |
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|
2015
Q4 | $515K | Sell |
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|
2015
Q3 | $537K | Buy |
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|
2015
Q2 | $506K | Buy |
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|
2015
Q1 | $509K | Sell |
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|
2014
Q4 | $584K | Sell |
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|
2014
Q3 | $574K | Buy |
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|
2014
Q2 | $555K | Buy |
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|
2014
Q1 | $495K | Buy |
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|
2013
Q4 | $387K | Buy |
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|
2013
Q3 | $366K | Buy |
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|
2013
Q2 | $353K | Buy |
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