Arete Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $786K | Buy |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $582K | Buy |
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|
2022
Q4 | $456M | Hold |
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|
2022
Q3 | $401K | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $429K | Buy |
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|
2021
Q2 | $433K | Sell |
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|
2021
Q1 | $444K | Sell |
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|
2020
Q4 | $435K | Buy |
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