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Allworth Financial’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Allworth Financial’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.26M Buy
2025
Q1
$7.05M Buy
2024
Q4
$6.93M Sell
2024
Q3
$7.17M Sell
2024
Q2
$7.42M Sell
2024
Q1
$7.18M Sell
2023
Q4
$6.82M Sell
2023
Q3
$7.16M Sell
2023
Q2
$7.7M Buy
2023
Q1
$7.65M Sell
2022
Q4
$7.95M Sell
2022
Q3
$7.22M Sell
2022
Q2
$8.15M Sell
2022
Q1
$8.68M Sell
2021
Q4
$8.28M Buy
2021
Q3
$7.62M Buy
2021
Q2
$7.57M Sell
2021
Q1
$7.63M Buy
2020
Q4
$6.75M Sell
2020
Q3
$5.96M Buy
2020
Q2
$5.74M Buy
2020
Q1
$4.9M Buy
2019
Q4
$5.54M Buy
2019
Q3
$4.74M Sell
2019
Q2
$4.89M Sell
2019
Q1
$4.84M Sell
2018
Q4
$4.55M Sell
2018
Q3
$5.04M Buy
2018
Q2
$4.84M Sell
2018
Q1
$4.9M Sell
2017
Q4
$5.47M Sell
2017
Q3
$5.33M Buy
2017
Q2
$5.15M Sell
2017
Q1
$5.45M Buy
2016
Q4
$5.18M Sell
2016
Q3
$5.18M Sell
2016
Q2
$5.16M Sell
2016
Q1
$5.26M Sell
2015
Q4
$5.06M Sell
2015
Q3
$4.73M Buy
2015
Q2
$4.56M Buy
2015
Q1
$4.61M Sell
2014
Q4
$5.05M Sell
2014
Q3
$5.74M Sell
2014
Q2
$6.24M Sell
2014
Q1
$5.97M Sell
2013
Q4
$6.36M Buy
2013
Q3
$6.03M Buy
2013
Q2
$5.95M Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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