Clear Creek Financial Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
26,540
+2,117
+9% +$88.6K 0.11% 205
2025
Q1
$1.06M Buy
24,423
+3,097
+15% +$135K 0.11% 184
2024
Q4
$859K Buy
+21,326
New +$859K 0.09% 214