BOK Financial Private Wealth’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 | $254K | Hold |
6,055
| – | – | 0.02% | 159 |
|
|
2025
Q1 | $263K | Hold |
6,055
| – | – | 0.02% | 153 |
|
|
2024
Q4 | $244K | Hold |
6,055
| – | – | 0.02% | 162 |
|
|
2024
Q3 | $254K | Hold |
6,055
| – | – | 0.02% | 160 |
|
|
2024
Q2 | $230K | Hold |
6,055
| – | – | 0.02% | 165 |
|
|
2024
Q1 | $233K | Hold |
6,055
| – | – | 0.02% | 165 |
|
|
2023
Q4 | $217K | Hold |
6,055
| – | – | 0.02% | 159 |
|
|
2023
Q3 | $202K | Hold |
6,055
| – | – | 0.02% | 156 |
|
|
2023
Q2 | $206K | Hold |
6,055
| – | – | 0.02% | 153 |
|
|
2023
Q1 | $215K | Sell |
6,055
-400
| -6% | -$14.2K | 0.02% | 155 |
|
|
2022
Q4 | $236K | Buy |
6,455
+3,104
| +93% | +$113K | 0.02% | 147 |
|
|
2022
Q3 | $108K | Hold |
3,351
| – | – | 0.01% | 197 |
|
|
2022
Q2 | $118K | Buy |
+3,351
| New | +$118K | 0.01% | 197 |
|