WMG Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $380K | Sell |
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|
2025
Q2 | $526K | Hold |
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|
2025
Q1 | $546K | Hold |
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|
2024
Q4 | $506K | Hold |
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|
2024
Q3 | $527K | Hold |
|
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|
2024
Q2 | $477K | Hold |
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|
2024
Q1 | $483K | Buy |
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|
2023
Q4 | $427K | Hold |
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|
2023
Q3 | $398K | Hold |
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|
2023
Q2 | $405K | Hold |
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|
2023
Q1 | $423K | Hold |
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|
2022
Q4 | $435K | Hold |
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|
2022
Q3 | $382K | Hold |
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|
2022
Q2 | $419K | Buy |
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|
2022
Q1 | $437K | Hold |
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|
2021
Q4 | $416K | Buy |
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