Wolff Wiese Magana’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 | $47.5K | Hold |
1,135
| – | – | 0.03% | 207 |
|
|
2025
Q1 | $49.3K | Hold |
1,135
| – | – | 0.03% | 190 |
|
|
2024
Q4 | $45.7K | Hold |
1,135
| – | – | 0.03% | 202 |
|
|
2024
Q3 | $47.6K | Hold |
1,135
| – | – | 0.03% | 195 |
|
|
2024
Q2 | $43.1K | Hold |
1,135
| – | – | 0.03% | 177 |
|
|
2024
Q1 | $43.7K | Hold |
1,135
| – | – | 0.04% | 159 |
|
|
2023
Q4 | $40.7K | Hold |
1,135
| – | – | 0.04% | 156 |
|
|
2023
Q3 | $38K | Hold |
1,135
| – | – | 0.03% | 212 |
|
|
2023
Q2 | $38.6K | Hold |
1,135
| – | – | 0.03% | 215 |
|
|
2023
Q1 | $40.3K | Hold |
1,135
| – | – | 0.03% | 205 |
|
|
2022
Q4 | $41.5K | Hold |
1,135
| – | – | 0.04% | 199 |
|
|
2022
Q3 | $36K | Hold |
1,135
| – | – | 0.03% | 285 |
|
|
2022
Q2 | $40K | Hold |
1,135
| – | – | 0.03% | 288 |
|
|
2022
Q1 | $42K | Hold |
1,135
| – | – | 0.03% | 298 |
|
|
2021
Q4 | $40K | Hold |
1,135
| – | – | 0.03% | 310 |
|
|
2021
Q3 | $37K | Hold |
1,135
| – | – | 0.03% | 322 |
|
|
2021
Q2 | $38K | Hold |
1,135
| – | – | 0.03% | 315 |
|
|
2021
Q1 | $37K | Hold |
1,135
| – | – | 0.03% | 317 |
|
|
2020
Q4 | $34K | Buy |
+1,135
| New | +$34K | 0.03% | 312 |
|