Concurrent Investment Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Concurrent Investment Advisors’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.79M	Sell
2025 Q2	$4.82M	Sell
2025 Q1	$5.11M	Sell
2024 Q4	$4.84M	Buy
2024 Q3	$4.5M	Buy
2024 Q2	$4M	Sell
2024 Q1	$4.14M	Sell
2023 Q4	$4.09M	Buy