Barrett & Company’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 | – | Sell |
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|
2025
Q1 | $1.74K | Sell |
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|
2024
Q4 | $8.05K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $7.59K | Hold |
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|
2024
Q1 | $7.7K | Hold |
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|
2023
Q4 | $7.18K | Hold |
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|
2023
Q3 | $6.69K | Hold |
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|
2023
Q2 | $6.8K | Hold |
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|
2023
Q1 | $7.1K | Hold |
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|
2022
Q4 | $7.31K | Hold |
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|
2022
Q3 | $7.31K | Buy |
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