Arax Advisory Partners’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 | $5.89M | Buy |
140,714
+38,437
| +38% | +$1.61M | 0.27% | 76 |
|
|
2025
Q1 | $4.44M | Buy |
102,277
+10,275
| +11% | +$446K | 0.29% | 65 |
|
|
2024
Q4 | $3.7M | Buy |
+92,002
| New | +$3.7M | 0.23% | 78 |
|
|
2021
Q4 | – | Sell |
-535
| Closed | -$18K | – | 1152 |
|
|
2021
Q3 | $18K | Sell |
535
-800
| -60% | -$26.9K | ﹤0.01% | 566 |
|
|
2021
Q2 | $44K | Buy |
+1,335
| New | +$44K | 0.01% | 485 |
|