Blue Trust Inc’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
Q1
Sell
-2,000
Closed -$80.5K 2504
2024
Q4
$80.5K Buy
2,000
+913
+84% +$36.8K ﹤0.01% 1024
2024
Q3
$41.2K Buy
+1,087
New +$41.2K ﹤0.01% 1643