Archford Capital Strategies’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 | $970K | Sell |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $704K | Hold |
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|
2024
Q4 | $652K | Hold |
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|
2024
Q3 | $686K | Sell |
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|
2024
Q2 | $632K | Hold |
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|
2024
Q1 | $642K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $10K | Sell |
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|
2018
Q1 | $11K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $11K | Sell |
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|
2016
Q4 | $170K | Sell |
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|
2016
Q3 | $170K | Sell |
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|
2016
Q2 | $168K | Buy |
|