CreativeOne 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 | $663K | Sell |
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|
2025
Q2 | $653K | Sell |
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|
2025
Q1 | $774K | Buy |
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|
2024
Q4 | $716K | Sell |
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|
2024
Q3 | $936K | Buy |
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|
2024
Q2 | $627K | Sell |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $618K | Buy |
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|
2023
Q1 | $623K | Buy |
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|
2022
Q4 | $406K | Buy |
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|
2022
Q3 | $316K | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $248K | Buy |
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