Continuum Advisory’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 | $903K | Buy |
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|
2025
Q2 | $779K | Buy |
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|
2025
Q1 | $453K | Sell |
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|
2024
Q4 | $446K | Buy |
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|
2024
Q3 | $442K | Sell |
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|
2024
Q2 | $403K | Sell |
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|
2024
Q1 | $409K | Sell |
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|
2023
Q4 | $532K | Sell |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $2.59M | Sell |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $2.54M | Buy |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $737K | Buy |
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|
2022
Q1 | $551K | Sell |
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|
2021
Q4 | $567K | Sell |
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|
2021
Q3 | $542K | Buy |
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|
2021
Q2 | $531K | Hold |
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|
2021
Q1 | $533K | Sell |
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|
2020
Q4 | $490K | Sell |
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|
2020
Q3 | $437K | Sell |
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|
2020
Q2 | $433K | Sell |
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|
2020
Q1 | $415K | Sell |
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|
2019
Q4 | $797K | Sell |
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|
2019
Q3 | $842K | Sell |
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|
2019
Q2 | $882K | Sell |
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|
2019
Q1 | $899K | Sell |
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|
2018
Q4 | $817K | Sell |
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|
2018
Q3 | $909K | Sell |
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|
2018
Q2 | $883K | Sell |
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|
2018
Q1 | $876K | Sell |
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|
2017
Q4 | $994K | Sell |
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|
2017
Q3 | $1.25M | Sell |
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|
2017
Q2 | $1.69M | Buy |
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|
2017
Q1 | $608K | Buy |
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