KESTRA PRIVATE WEALTH SERVICES, LLC – First Trust Morningstar Dividend Leaders Index Fund Transaction History
KESTRA PRIVATE WEALTH SERVICES, LLC portfolio value:
$1.61M
portfolio value
KESTRA PRIVATE WEALTH SERVICES, LLC quarter portfolio value change:
-8.77%
quarter
First Trust Morningstar Dividend Leaders Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +59.03% | 18.63K shares | 501K | $32.13 | 50.20K |
| Q2 2022 | share | Decrease | -3.80% | -1.24K shares | -117K | $35.22 | 31.56K |
| Q1 2022 | share | Decrease | -1.37% | -455 shares | 46K | $37.44 | 32.81K |
| Q4 2021 | share | Increase | +1.21% | 397 shares | 106K | $35.53 | 33.27K |
| Q3 2021 | share | Decrease | -3.11% | -1.05K shares | -49K | $32.76 | 32.87K |
| Q2 2021 | share | Increase | +1.82% | 607 shares | 36K | $32.91 | 33.92K |
| Q1 2021 | share | Increase | +1.71% | 560 shares | 130K | $32.11 | 33.32K |
| Q4 2020 | share | Decrease | -1.82% | -607 shares | 90K | $28.83 | 32.76K |
| Q3 2020 | share | Increase | 0.00% | 33.36K shares | 870K | $25.08 | 33.36K |