Capital Analysts LLC’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
$4.33M Buy
2025
Q2
$3.73M Buy
2025
Q1
$3.72M Buy
2024
Q4
$2.08M Buy
2024
Q3
$1.53M Buy
2024
Q2
$983K Buy
2024
Q1
$643K Buy
2023
Q4
$536K Buy
2023
Q3
$383K Buy
2023
Q2
$321K Buy
2023
Q1
$325K Buy
2022
Q4
$332K Buy
2022
Q3
$94K Buy
2022
Q2
$76K Buy