Calton & Associates’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 | $927K | Buy |
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|
2025
Q2 | $878K | Buy |
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|
2025
Q1 | $440K | Sell |
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|
2024
Q4 | $439K | Buy |
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|
2024
Q3 | $234K | Sell |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $400K | Buy |
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|
2023
Q4 | $366K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $233K | Sell |
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|
2023
Q1 | $368K | Buy |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $218K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $215K | Buy |
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|
2019
Q4 | $312K | Buy |
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|
2019
Q3 | $271K | Buy |
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|
2019
Q2 | $248K | Sell |
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|
2019
Q1 | $259K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $103K | Buy |
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