1900 Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.63M | Sell |
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|
2025
Q2 | $1.63M | Sell |
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|
2025
Q1 | $1.72M | Sell |
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|
2024
Q4 | $1.64M | Hold |
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|
2024
Q3 | $1.71M | Sell |
|
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.58M | Sell |
|
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $2.3M | Sell |
|
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|
2023
Q2 | $2.37M | Sell |
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|
2023
Q1 | $3.25M | Buy |
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|
2022
Q4 | $3.25M | Buy |
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|
2022
Q3 | $2.65M | Buy |
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|
2022
Q2 | $2.66M | Buy |
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|
2022
Q1 | $2.24M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $900K | Buy |
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|
2021
Q2 | $745K | Buy |
|