Creekmur Asset Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Sell |
407
-150
| -27% | -$6.27K | ﹤0.01% | 458 |
|
|
2025
Q1 | $24.2K | Sell |
557
-1
| -0.2% | -$43 | 0.01% | 382 |
|
|
2024
Q4 | $22.5K | Hold |
558
| – | – | 0.01% | 322 |
|
|
2024
Q3 | $23.4K | Sell |
558
-108
| -16% | -$4.53K | 0.01% | 321 |
|
|
2024
Q2 | $25.3K | Sell |
666
-713
| -52% | -$27.1K | 0.01% | 337 |
|
|
2024
Q1 | $53.1K | Sell |
1,379
-1,993
| -59% | -$76.7K | 0.02% | 246 |
|
|
2023
Q4 | $121K | Buy |
+3,372
| New | +$121K | 0.04% | 186 |
|