CIA
Concurrent Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Sell |
115,152
-2,425
| -2% | -$102K | 0.09% | 229 |
|
|
2025
Q1 | $5.11M | Sell |
117,577
-2,701
| -2% | -$117K | 0.12% | 180 |
|
|
2024
Q4 | $4.84M | Buy |
120,278
+13,068
| +12% | +$526K | 0.13% | 160 |
|
|
2024
Q3 | $4.5M | Buy |
107,210
+1,816
| +2% | +$76.2K | 0.13% | 162 |
|
|
2024
Q2 | $4M | Sell |
105,394
-2,243
| -2% | -$85.1K | 0.13% | 159 |
|
|
2024
Q1 | $4.14M | Sell |
107,637
-6,436
| -6% | -$248K | 0.17% | 136 |
|
|
2023
Q4 | $4.09M | Buy |
+114,073
| New | +$4.09M | 0.19% | 125 |
|