Connecticut Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $738K | Hold |
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|
2025
Q2 | $712K | Hold |
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|
2025
Q1 | $738K | Hold |
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|
2024
Q4 | $684K | Hold |
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|
2024
Q3 | $713K | Hold |
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|
2024
Q2 | $645K | Hold |
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|
2024
Q1 | $654K | Hold |
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|
2023
Q4 | $610K | Hold |
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|
2023
Q3 | $568K | Hold |
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|
2023
Q2 | $578K | Hold |
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|
2023
Q1 | $604K | Hold |
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|
2022
Q4 | $622K | Hold |
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|
2022
Q3 | $546K | Hold |
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|
2022
Q2 | $599K | Hold |
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|
2022
Q1 | $636K | Hold |
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|
2021
Q4 | $605K | Sell |
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|
2021
Q3 | $655K | Hold |
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|
2021
Q2 | $664K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $592K | Hold |
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|
2020
Q3 | $521K | Hold |
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|
2020
Q2 | $507K | Hold |
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|
2020
Q1 | $447K | Hold |
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|
2019
Q4 | $652K | Hold |
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|
2019
Q3 | $621K | Buy |
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|
2019
Q2 | $306K | Buy |
|