AssetMark Inc’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 | $375K | Buy |
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|
2025
Q2 | $353K | Buy |
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|
2025
Q1 | $180K | Buy |
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|
2024
Q4 | $120K | Sell |
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|
2024
Q3 | $128K | Buy |
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|
2024
Q2 | $101K | Sell |
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|
2024
Q1 | $1.78M | Buy |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $44.1K | Hold |
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|
2023
Q1 | $46K | Hold |
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|
2022
Q4 | $47.4K | Hold |
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|
2022
Q3 | $42K | Buy |
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