Caprock Group’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
$392K Buy
2025
Q1
$382K Hold
2024
Q4
$354K Hold
2024
Q3
$369K Hold
2024
Q2
$334K Buy