XML FINANCIAL, LLC – First Trust Morningstar Dividend Leaders Index Fund Transaction History
XML FINANCIAL, LLC portfolio value:
$363,000
portfolio value
XML FINANCIAL, 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 | +70.87% | 4.68K shares | 130K | $32.13 | 11.28K |
| Q2 2022 | share | Increase | 0.00% | 6.60K shares | 233K | $35.22 | 6.60K |
| Q1 2020 | share | Decrease | -100.00% | -10.22K shares | -333K | $20.93 | 0 |
| Q4 2019 | share | Increase | 0.00% | 10.22K shares | 333K | $30.16 | 10.22K |