Coppell Advisory Solutions’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
49,292
-1,496
| -3% | -$61.4K | 0.24% | 85 |
|
|
2025
Q1 | $2.09M | Buy |
50,788
+35,029
| +222% | +$1.44M | 0.29% | 71 |
|
|
2024
Q4 | $631K | Buy |
15,759
+1,661
| +12% | +$66.5K | 0.09% | 150 |
|
|
2024
Q3 | $588K | Buy |
14,098
+384
| +3% | +$16K | 0.09% | 155 |
|
|
2024
Q2 | $520K | Buy |
+13,714
| New | +$520K | 0.09% | 151 |
|
|
2023
Q4 | $2.42M | Buy |
67,457
+58,474
| +651% | +$2.1M | 0.48% | 44 |
|
|
2023
Q3 | $328K | Sell |
8,983
-2,379
| -21% | -$87K | 0.11% | 132 |
|
|
2023
Q2 | $384K | Buy |
11,362
+249
| +2% | +$8.43K | 0.11% | 134 |
|
|
2023
Q1 | $391K | Buy |
11,113
+2,130
| +24% | +$74.9K | 0.13% | 137 |
|
|
2022
Q4 | $328K | Buy |
+8,983
| New | +$328K | 0.11% | 134 |
|