Y-Intercept (HK)’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 | $530K | Buy |
12,666
+7,788
| +160% | +$326K | 0.01% | 1186 |
|
|
2025
Q1 | $212K | Buy |
+4,878
| New | +$212K | 0.01% | 1039 |
|
|
2024
Q4 | – | Sell |
-7,571
| Closed | -$318K | – | 1324 |
|
|
2024
Q3 | $318K | Buy |
+7,571
| New | +$318K | 0.02% | 989 |
|
|
2024
Q2 | – | Sell |
-32,749
| Closed | -$1.26M | – | 1531 |
|
|
2024
Q1 | $1.26M | Buy |
32,749
+12,267
| +60% | +$472K | 0.1% | 294 |
|
|
2023
Q4 | $735K | Buy |
+20,482
| New | +$735K | 0.07% | 441 |
|