Clarus 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
Q2
$359K Sell
2025
Q1
$376K Sell
2024
Q4
$350K Sell
2024
Q3
$365K Sell
2024
Q2
$332K Hold
2024
Q1
$336K Buy
2023
Q4
$244K Buy