Ancora Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $471K | Hold |
9,265
| – | – | 0.01% | 537 |
|
|
2025
Q4 | $411K | Hold |
9,265
| – | – | 0.01% | 586 |
|
|
2025
Q3 | $402K | Hold |
9,265
| – | – | 0.01% | 589 |
|
|
2025
Q2 | $388K | Buy |
9,265
+250
| +3% | +$10.3K | 0.01% | 585 |
|
|
2025
Q1 | $392K | Hold |
9,015
| – | – | 0.01% | 569 |
|
|
2024
Q4 | $363K | Hold |
9,015
| – | – | 0.01% | 584 |
|
|
2024
Q3 | $378K | Hold |
9,015
| – | – | 0.01% | 560 |
|
|
2024
Q2 | $342K | Hold |
9,015
| – | – | 0.01% | 564 |
|
|
2024
Q1 | $347K | Sell |
9,015
-207
| -2% | -$7.58K | 0.01% | 563 |
|
|
2023
Q4 | $331K | Hold |
9,222
| – | – | 0.01% | 575 |
|
|
2023
Q3 | $308K | Hold |
9,222
| – | – | 0.01% | 574 |
|
|
2023
Q2 | $314K | Sell |
9,222
-1,061
| -10% | -$36.8K | 0.01% | 554 |
|
|
2023
Q1 | $365K | Hold |
10,283
| – | – | 0.01% | 525 |
|
|
2022
Q4 | $376K | Hold |
10,283
| – | – | 0.01% | 537 |
|
|
2022
Q3 | $330K | Sell |
10,283
-615
| -6% | -$22K | 0.01% | 602 |
|
|
2022
Q2 | $384K | Hold |
10,898
| – | – | 0.01% | 588 |
|
|
2022
Q1 | $408K | Hold |
10,898
| – | – | 0.01% | 596 |
|
|
2021
Q4 | $388K | Hold |
10,898
| – | – | 0.01% | 613 |
|
|
2021
Q3 | $357K | Hold |
10,898
| – | – | 0.01% | 627 |
|
|
2021
Q2 | $362K | Sell |
10,898
-1,389
| -11% | -$47.2K | 0.01% | 619 |
|
|
2021
Q1 | $402K | Hold |
12,287
| – | – | 0.01% | 570 |
|
|
2020
Q4 | $364K | Sell |
12,287
-2,220
| -15% | -$62.7K | 0.01% | 525 |
|
|
2020
Q3 | $378K | Hold |
14,507
| – | – | 0.02% | 485 |
|
|
2020
Q2 | $368K | Hold |
14,507
| – | – | 0.02% | 483 |
|
|
2020
Q1 | $324K | Sell |
14,507
-1,413
| -9% | -$40.7K | 0.02% | 542 |
|
|
2019
Q4 | $519K | Sell |
15,920
-260
| -2% | -$8.27K | 0.02% | 489 |
|
|
2019
Q3 | $502K | Buy |
+16,180
| New | +$495K | 0.02% | 459 |
|
Other funds holding FDL
