Colonial River Investments’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
Q1
Sell
2024
Q4
$254K Sell
2024
Q3
$287K Sell
2024
Q2
$286K Sell
2024
Q1
$324K Sell
2023
Q4
$1.02M Buy
2023
Q3
$599K Sell
2023
Q2
$631K Sell
2023
Q1
$680K Sell
2022
Q4
$819K Buy
2022
Q3
$716K Buy
2022
Q2
$757K Sell
2022
Q1
$965K Sell
2021
Q4
$1.79M Buy
2021
Q3
Sell
2021
Q2
$1.81M Buy
2021
Q1
$1.72M Buy
2020
Q4
$1.41K Buy