Avior Wealth Management’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 | $382K | Buy |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $302K | Buy |
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|
2024
Q3 | $311K | Sell |
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|
2024
Q2 | $289K | Buy |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $258K | Buy |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $222K | Buy |
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|
2023
Q1 | $229K | Buy |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $231K | Buy |
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|
2021
Q4 | $218K | Buy |
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|
2021
Q3 | $157K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $11K | Buy |
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|
2018
Q3 | $13K | Buy |
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|
2018
Q2 | $12K | Buy |
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|
2018
Q1 | $12K | Sell |
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|
2017
Q4 | $30K | Buy |
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|
2017
Q3 | $29K | Sell |
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|
2017
Q2 | $41K | Sell |
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|
2017
Q1 | $312K | Buy |
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|
2016
Q4 | $298K | Buy |
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|
2016
Q3 | $277K | Buy |
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|
2016
Q2 | $270K | Sell |
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|
2016
Q1 | $326K | Buy |
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|
2015
Q4 | $299K | Sell |
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|
2015
Q3 | $288K | Buy |
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|
2015
Q2 | $294K | Buy |
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|
2015
Q1 | $297K | Sell |
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|
2014
Q4 | $329K | Buy |
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|
2014
Q3 | $318K | Sell |
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|
2014
Q2 | $330K | Sell |
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|
2014
Q1 | $322K | Buy |
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|
2013
Q4 | $311K | Buy |
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