Arkadios 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
Q3 | $3.44M | Buy |
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|
2025
Q2 | $3.05M | Sell |
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|
2025
Q1 | $3.41M | Buy |
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|
2024
Q4 | $994K | Buy |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $843K | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $958K | Sell |
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|
2021
Q3 | $892K | Sell |
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|
2021
Q2 | $944K | Buy |
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|
2021
Q1 | $785K | Buy |
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|
2020
Q4 | $657K | Sell |
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|
2020
Q3 | $626K | Buy |
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|
2020
Q2 | $561K | Sell |
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|
2020
Q1 | $613K | Buy |
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|
2019
Q4 | $663K | Buy |
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