AE 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 | $1.84M | Buy |
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|
2025
Q2 | $1.61M | Sell |
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|
2025
Q1 | $7.38M | Buy |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $7.19M | Sell |
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|
2023
Q4 | $12M | Sell |
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|
2023
Q3 | $13.7M | Sell |
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|
2023
Q2 | $27M | Buy |
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|
2023
Q1 | $23.4M | Sell |
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|
2022
Q4 | $27.8M | Buy |
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|
2022
Q3 | $18.1M | Sell |
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|
2022
Q2 | $28M | Buy |
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|
2022
Q1 | $15.1M | Buy |
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|
2021
Q4 | $1.71M | Sell |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $1.84M | Sell |
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|
2021
Q1 | $1.86M | Buy |
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|
2020
Q4 | $950K | Buy |
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|
2020
Q3 | $782K | Sell |
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|
2020
Q2 | $956K | Buy |
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|
2020
Q1 | $548K | Buy |
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|
2019
Q4 | $676K | Buy |
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|
2019
Q3 | $637K | Sell |
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|
2019
Q2 | $892K | Buy |
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|
2019
Q1 | $410K | Buy |
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|
2018
Q4 | $328K | Sell |
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|
2018
Q3 | $740K | Sell |
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|
2018
Q2 | $805K | Sell |
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|
2018
Q1 | $1.01M | Buy |
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|
2017
Q4 | $1.06M | Sell |
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|
2017
Q3 | $1.04M | Sell |
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|
2017
Q2 | $1.08M | Buy |
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|
2017
Q1 | $1M | Buy |
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|
2016
Q4 | $233K | Buy |
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