Creative Financial Designs’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
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $561K | Sell |
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|
2024
Q2 | $821K | Sell |
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|
2024
Q1 | $3.4M | Buy |
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|
2023
Q4 | $3.1M | Sell |
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|
2023
Q3 | $3.08M | Sell |
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|
2023
Q2 | $3.2M | Buy |
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|
2023
Q1 | $3.17M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $11K | Buy |
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|
2020
Q2 | $10K | Buy |
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|
2020
Q1 | $9K | Sell |
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|
2019
Q4 | $16K | Buy |
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|
2019
Q3 | $12K | Buy |
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|
2019
Q2 | $12K | Buy |
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|
2019
Q1 | $12K | Buy |
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|
2018
Q4 | $11K | Buy |
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|
2018
Q3 | $11K | Buy |
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|
2018
Q2 | $11K | Buy |
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|
2018
Q1 | $11K | Buy |
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|
2017
Q4 | $11K | Sell |
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|
2017
Q3 | $803K | Buy |
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|
2017
Q2 | $763K | Buy |
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|
2017
Q1 | $682K | Buy |
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|
2016
Q4 | $103K | Buy |
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