Ameritas Advisory Services’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 | $2.06M | Sell |
49,196
-29,247
| -37% | -$1.22M | 0.11% | 186 |
|
|
2025
Q1 | $3.26M | Buy |
78,443
+21,566
| +38% | +$895K | 0.13% | 159 |
|
|
2024
Q4 | $2.29M | Sell |
56,877
-798
| -1% | -$32.1K | 0.08% | 225 |
|
|
2024
Q3 | $2.42M | Buy |
57,675
+2,331
| +4% | +$97.8K | 0.1% | 193 |
|
|
2024
Q2 | $2.1M | Buy |
55,344
+1,696
| +3% | +$64.3K | 0.08% | 243 |
|
|
2024
Q1 | $2.02M | Buy |
53,648
+15,785
| +42% | +$595K | 0.08% | 230 |
|
|
2023
Q4 | $1.37M | Sell |
37,863
-20,891
| -36% | -$756K | 0.08% | 229 |
|
|
2023
Q3 | $1.96M | Buy |
58,754
+10,445
| +22% | +$348K | 0.1% | 205 |
|
|
2023
Q2 | $1.64M | Sell |
48,309
-9,961
| -17% | -$338K | 0.21% | 107 |
|
|
2023
Q1 | $2.07M | Sell |
58,270
-1,887
| -3% | -$67.1K | 0.1% | 184 |
|
|
2022
Q4 | $2.2M | Buy |
60,157
+24,989
| +71% | +$914K | 0.1% | 205 |
|
|
2022
Q3 | $1.13M | Buy |
35,168
+4,842
| +16% | +$156K | 0.07% | 257 |
|
|
2022
Q2 | $1.07M | Sell |
30,326
-950
| -3% | -$33.5K | 0.06% | 277 |
|
|
2022
Q1 | $1.17M | Buy |
31,276
+1,679
| +6% | +$62.9K | 0.04% | 305 |
|
|
2021
Q4 | $1.05M | Buy |
+29,597
| New | +$1.05M | 0.04% | 323 |
|