Altus Wealth Group’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 | $1.17M | Buy |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $953K | Buy |
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|
2023
Q4 | $887K | Sell |
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|
2023
Q3 | $830K | Buy |
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|
2023
Q2 | $822K | Buy |
|
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|
2023
Q1 | $828K | Buy |
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|
2022
Q4 | $849K | Sell |
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|
2022
Q3 | $847K | Hold |
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|
2022
Q2 | $847K | Buy |
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|
2022
Q1 | $609K | Sell |
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|
2021
Q4 | $926K | Buy |
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|
2021
Q3 | $847K | Buy |
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|
2021
Q2 | $591K | Hold |
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|
2021
Q1 | $613K | Sell |
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|
2020
Q4 | $533K | Buy |
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