Claro Advisors’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
Q2 | $324K | Buy |
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|
2025
Q1 | $333K | Buy |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $327K | Sell |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $447K | Sell |
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|
2023
Q3 | $545K | Sell |
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|
2023
Q2 | $611K | Sell |
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|
2023
Q1 | $1.79M | Buy |
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|
2022
Q4 | $1.8M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $338K | Buy |
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|
2019
Q3 | $318K | Buy |
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|
2019
Q2 | $305K | Buy |
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|
2019
Q1 | $289K | Buy |
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|
2018
Q4 | $277K | Buy |
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