Corient Private Wealth’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 | $401K | Sell |
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|
2025
Q2 | $455K | Sell |
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|
2025
Q1 | $492K | Sell |
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|
2024
Q4 | $469K | Sell |
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|
2024
Q3 | $537K | Buy |
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|
2024
Q2 | $339K | Sell |
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|
2024
Q1 | $377K | Sell |
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|
2023
Q4 | $407K | Sell |
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|
2023
Q3 | $475K | Buy |
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|
2023
Q2 | $474K | Buy |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $402K | Buy |
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