Brinker Capital Investments’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 | $2.65M | Sell |
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|
2025
Q2 | $2.65M | Sell |
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|
2025
Q1 | $3.18M | Sell |
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|
2024
Q4 | $3.04M | Sell |
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|
2024
Q3 | $3.21M | Sell |
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|
2024
Q2 | $3.2M | Sell |
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|
2024
Q1 | $3.48M | Sell |
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|
2023
Q4 | $3.81M | Sell |
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|
2023
Q3 | $4.09M | Sell |
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|
2023
Q2 | $4.4M | Sell |
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|
2023
Q1 | $4.93M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $4K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5K | Buy |
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