Ancora Advisors’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 | $388K | Buy |
9,265
+250
| +3% | +$10.5K | 0.01% | 576 |
|
|
2025
Q1 | $392K | Hold |
9,015
| – | – | 0.01% | 561 |
|
|
2024
Q4 | $363K | Hold |
9,015
| – | – | 0.01% | 576 |
|
|
2024
Q3 | $378K | Hold |
9,015
| – | – | 0.01% | 552 |
|
|
2024
Q2 | $342K | Hold |
9,015
| – | – | 0.01% | 553 |
|
|
2024
Q1 | $347K | Sell |
9,015
-207
| -2% | -$7.97K | 0.01% | 552 |
|
|
2023
Q4 | $331K | Hold |
9,222
| – | – | 0.01% | 554 |
|
|
2023
Q3 | $308K | Hold |
9,222
| – | – | 0.01% | 555 |
|
|
2023
Q2 | $314K | Sell |
9,222
-1,061
| -10% | -$36.1K | 0.01% | 541 |
|
|
2023
Q1 | $365K | Hold |
10,283
| – | – | 0.01% | 517 |
|
|
2022
Q4 | $376K | Hold |
10,283
| – | – | 0.01% | 524 |
|
|
2022
Q3 | $330K | Sell |
10,283
-615
| -6% | -$19.7K | 0.01% | 579 |
|
|
2022
Q2 | $384K | Hold |
10,898
| – | – | 0.01% | 567 |
|
|
2022
Q1 | $408K | Hold |
10,898
| – | – | 0.01% | 582 |
|
|
2021
Q4 | $388K | Hold |
10,898
| – | – | 0.01% | 607 |
|
|
2021
Q3 | $357K | Hold |
10,898
| – | – | 0.01% | 617 |
|
|
2021
Q2 | $362K | Sell |
10,898
-1,389
| -11% | -$46.1K | 0.01% | 611 |
|
|
2021
Q1 | $402K | Hold |
12,287
| – | – | 0.01% | 562 |
|
|
2020
Q4 | $364K | Sell |
12,287
-2,220
| -15% | -$65.8K | 0.01% | 513 |
|
|
2020
Q3 | $378K | Hold |
14,507
| – | – | 0.02% | 471 |
|
|
2020
Q2 | $368K | Hold |
14,507
| – | – | 0.02% | 470 |
|
|
2020
Q1 | $324K | Sell |
14,507
-1,413
| -9% | -$31.6K | 0.02% | 527 |
|
|
2019
Q4 | $519K | Sell |
15,920
-260
| -2% | -$8.48K | 0.02% | 484 |
|
|
2019
Q3 | $502K | Buy |
+16,180
| New | +$502K | 0.02% | 452 |
|