Advisory Alpha’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 | $1.27M | Sell |
30,421
-992
| -3% | -$41.5K | 0.04% | 145 |
|
|
2025
Q1 | $1.36M | Sell |
31,413
-1,671
| -5% | -$72.6K | 0.05% | 139 |
|
|
2024
Q4 | $1.33M | Sell |
33,084
-6,090
| -16% | -$245K | 0.05% | 133 |
|
|
2024
Q3 | $1.64M | Sell |
39,174
-5,303
| -12% | -$222K | 0.06% | 115 |
|
|
2024
Q2 | $1.69M | Sell |
44,477
-116,544
| -72% | -$4.42M | 0.07% | 118 |
|
|
2024
Q1 | $6.2M | Buy |
161,021
+8,893
| +6% | +$342K | 0.25% | 55 |
|
|
2023
Q4 | $5.46M | Buy |
152,128
+6,529
| +4% | +$234K | 0.25% | 56 |
|
|
2023
Q3 | $4.87M | Buy |
145,599
+3,927
| +3% | +$131K | 0.25% | 57 |
|
|
2023
Q2 | $4.82M | Buy |
+141,672
| New | +$4.82M | 0.25% | 60 |
|