Atria Wealth Solutions’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 | $6.73M | Sell |
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|
2025
Q1 | $8.52M | Buy |
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|
2024
Q4 | $3.93M | Buy |
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|
2024
Q3 | $3.42M | Sell |
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|
2024
Q2 | $3.37M | Sell |
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|
2024
Q1 | $4.1M | Sell |
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|
2023
Q4 | $4.68M | Sell |
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|
2023
Q3 | $6.49M | Sell |
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|
2023
Q2 | $7.5M | Sell |
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|
2023
Q1 | $10.1M | Buy |
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|
2022
Q4 | $9.36M | Buy |
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|
2022
Q3 | $4.58M | Buy |
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|
2022
Q2 | $4.06M | Buy |
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|
2022
Q1 | $1.11M | Buy |
|