BOK Financial’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 | – | Sell |
|
|||||
|
2025
Q2 | $50.2K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $18.5K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $244K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $259K | Hold |
|
|||||
|
2019
Q3 | $246K | Buy |
|
|||||
|
2019
Q2 | $228K | Hold |
|
|||||
|
2019
Q1 | $224K | Hold |
|
|||||
|
2018
Q4 | $202K | Sell |
|
|||||
|
2018
Q3 | $279K | Sell |
|
|||||
|
2018
Q2 | $301K | Buy |
|
|||||
|
2018
Q1 | $221K | Sell |
|
|||||
|
2017
Q4 | $264K | Hold |
|
|||||
|
2017
Q3 | $254K | Hold |
|
|||||
|
2017
Q2 | $246K | Sell |
|
|||||
|
2017
Q1 | $286K | Hold |
|
|||||
|
2016
Q4 | $275K | Buy |
|
|||||
|
2016
Q3 | $265K | Buy |
|
|||||
|
2016
Q2 | $244K | Hold |
|
|||||
|
2016
Q1 | $234K | Hold |
|
|||||
|
2015
Q4 | $216K | Hold |
|
|||||
|
2015
Q3 | $201K | Hold |
|
|||||
|
2015
Q2 | $208K | Buy |
|