Atria Wealth Solutions’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.73M | Sell |
160,497
-35,648
| -18% | -$1.49M | 0.15% | 149 |
|
|
2025
Q1 | $8.52M | Buy |
196,145
+98,712
| +101% | +$4.29M | 0.1% | 213 |
|
|
2024
Q4 | $3.93M | Buy |
97,433
+15,888
| +19% | +$641K | 0.04% | 418 |
|
|
2024
Q3 | $3.42M | Sell |
81,545
-7,300
| -8% | -$306K | 0.04% | 448 |
|
|
2024
Q2 | $3.37M | Sell |
88,845
-17,774
| -17% | -$675K | 0.04% | 445 |
|
|
2024
Q1 | $4.1M | Sell |
106,619
-23,826
| -18% | -$917K | 0.05% | 394 |
|
|
2023
Q4 | $4.68M | Sell |
130,445
-63,505
| -33% | -$2.28M | 0.06% | 332 |
|
|
2023
Q3 | $6.49M | Sell |
193,950
-26,602
| -12% | -$890K | 0.09% | 231 |
|
|
2023
Q2 | $7.5M | Sell |
220,552
-64,096
| -23% | -$2.18M | 0.1% | 195 |
|
|
2023
Q1 | $10.1M | Buy |
284,648
+28,610
| +11% | +$1.02M | 0.15% | 146 |
|
|
2022
Q4 | $9.36M | Buy |
256,038
+113,483
| +80% | +$4.15M | 0.15% | 147 |
|
|
2022
Q3 | $4.58M | Buy |
142,555
+27,348
| +24% | +$879K | 0.08% | 245 |
|
|
2022
Q2 | $4.06M | Buy |
115,207
+85,532
| +288% | +$3.01M | 0.08% | 254 |
|
|
2022
Q1 | $1.11M | Buy |
+29,675
| New | +$1.11M | 0.02% | 690 |
|