Cornerstone 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 | $868K | Buy |
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|
2025
Q2 | $829K | Sell |
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|
2025
Q1 | $873K | Buy |
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|
2024
Q4 | $785K | Buy |
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|
2024
Q3 | $818K | Sell |
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|
2024
Q2 | $786K | Sell |
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|
2024
Q1 | $863K | Sell |
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|
2023
Q4 | $863K | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q3 | $450K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5.5M | Sell |
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|
2018
Q2 | $5.8M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $204K | Buy |
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