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Cape Investment Advisory’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Cape Investment Advisory’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$37.6K Hold
898
– – 0.01% 407
2025
Q1 		$39K Hold
898
– – 0.02% 371
2024
Q4 		$36.2K Hold
898
– – 0.01% 386
2024
Q3 		$37.7K Hold
898
– – 0.02% 359
2024
Q2 		$34.1K Buy
+898
New +$34.1K 0.02% 351