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Caprock Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Caprock Group’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
Q1 		$382K Hold
8,800
– – 0.01% 809
2024
Q4 		$354K Hold
8,800
– – 0.01% 740
2024
Q3 		$369K Hold
8,800
– – 0.01% 654
2024
Q2 		$334K Buy
+8,800
New +$334K 0.01% 649