Creative Planning’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 | $10M | Sell |
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|
2025
Q2 | $17.9M | Sell |
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|
2025
Q1 | $67.7M | Buy |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $936K | Sell |
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|
2023
Q2 | $957K | Sell |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $918K | Buy |
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|
2022
Q1 | $918K | Sell |
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|
2021
Q4 | $5.48M | Buy |
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|
2021
Q3 | $4.87M | Buy |
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|
2021
Q2 | $465K | Buy |
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|
2021
Q1 | $352K | Buy |
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|
2020
Q4 | $299K | Buy |
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|
2020
Q3 | $233K | Buy |
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|
2020
Q2 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | $259K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $41K | Sell |
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|
2017
Q1 | $74K | Buy |
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|
2016
Q4 | $29K | Sell |
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|
2016
Q3 | $71K | Buy |
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|
2016
Q2 | $59K | Buy |
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|
2016
Q1 | $26K | Sell |
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|
2015
Q4 | $32K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $7K | Sell |
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|
2014
Q4 | $47K | Buy |
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|
2014
Q3 | $7K | Sell |
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|
2014
Q2 | $8K | Hold |
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|
2014
Q1 | $7K | Sell |
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|
2013
Q4 | $32K | Buy |
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|
2013
Q3 | $26K | Sell |
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|
2013
Q2 | $74K | Buy |
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