WAM
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Worth Asset Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Worth Asset Management’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-197
Closed -$6.7K – 198
2023
Q2 		$6.7K Hold
197
– – 0.01% 340
2023
Q1 		$6.99K Hold
197
– – 0.01% 349
2022
Q4 		$7.2K Hold
197
– – 0.01% 331
2022
Q3 		$6K Hold
197
– – ﹤0.01% 325
2022
Q2 		$7K Buy
+197
New +$7K ﹤0.01% 378