Concourse Financial Group Securities’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 | $757K | Sell |
|
|||||
|
2024
Q3 | $817K | Sell |
|
|||||
|
2024
Q2 | $853K | Buy |
|
|||||
|
2024
Q1 | $694K | Sell |
|
|||||
|
2023
Q4 | $775K | Sell |
|
|||||
|
2023
Q3 | $733K | Buy |
|
|||||
|
2023
Q2 | $535K | Buy |
|
|||||
|
2023
Q1 | $453K | Buy |
|
|||||
|
2022
Q4 | $303K | Buy |
|
|||||
|
2022
Q3 | $66K | Buy |
|
|||||
|
2022
Q2 | $39K | Buy |
|
|||||
|
2022
Q1 | $26K | Sell |
|
|||||
|
2021
Q4 | $709K | Buy |
|
|||||
|
2021
Q3 | $640K | Sell |
|
|||||
|
2021
Q2 | $725K | Sell |
|
|||||
|
2021
Q1 | $849K | Buy |
|
|||||
|
2020
Q4 | $751K | Sell |
|
|||||
|
2020
Q3 | $862K | Sell |
|
|||||
|
2020
Q2 | $885K | Buy |
|
|||||
|
2020
Q1 | $463K | Sell |
|
|||||
|
2019
Q4 | $765K | Buy |
|
|||||
|
2019
Q3 | $565K | Buy |
|
|||||
|
2019
Q2 | $340K | Buy |
|
|||||
|
2019
Q1 | $299K | Buy |
|
|||||
|
2018
Q4 | $263K | Buy |
|
|||||
|
2018
Q3 | $66K | Buy |
|