Concorde Asset Management’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
2023
Q3
Sell
2023
Q2
$3.22M Sell
2023
Q1
$6.07M Buy
2022
Q4
$2.32M Sell
2022
Q3
$3.31M Buy
2016
Q2
Sell
2016
Q1
$206K Buy
2015
Q2
Sell
2015
Q1
$550K Buy
2014
Q4
$371K Buy