Cerity Partners’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
$242K Buy
2025
Q2
$200K Hold
2025
Q1
$208K Buy
2024
Q4
Sell
2024
Q3
$250K Buy