BOK Financial Private Wealth’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
Q3 | $263K | Hold |
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|
2025
Q2 | $254K | Hold |
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|
2025
Q1 | $263K | Hold |
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|
2024
Q4 | $244K | Hold |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $230K | Hold |
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|
2024
Q1 | $233K | Hold |
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|
2023
Q4 | $217K | Hold |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $206K | Hold |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $236K | Buy |
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|
2022
Q3 | $108K | Hold |
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|
2022
Q2 | $118K | Buy |
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