CHAM
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Clear Harbor Asset Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Clear Harbor Asset Management’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
Q2 		$277K Sell
6,625
-330
-5% -$13.8K 0.02% 341
2025
Q1 		$302K Sell
6,955
-464
-6% -$20.2K 0.02% 315
2024
Q4 		$299K Buy
+7,419
New +$299K 0.02% 304