Cresset 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 | $527K | Buy |
12,593
+296
| +2% | +$12.4K | ﹤0.01% | 1045 |
|
|
2025
Q1 | $534K | Sell |
12,297
-4,098
| -25% | -$178K | ﹤0.01% | 1021 |
|
|
2024
Q4 | $660K | Buy |
16,395
+2,975
| +22% | +$120K | ﹤0.01% | 953 |
|
|
2024
Q3 | $563K | Sell |
13,420
-1,477
| -10% | -$62K | ﹤0.01% | 1426 |
|
|
2024
Q2 | $565K | Sell |
14,897
-1,327
| -8% | -$50.3K | ﹤0.01% | 1347 |
|
|
2024
Q1 | $624K | Sell |
16,224
-21
| -0.1% | -$808 | ﹤0.01% | 1203 |
|
|
2023
Q4 | $583K | Buy |
16,245
+1,753
| +12% | +$62.9K | ﹤0.01% | 1132 |
|
|
2023
Q3 | $485K | Buy |
14,492
+138
| +1% | +$4.62K | ﹤0.01% | 1162 |
|
|
2023
Q2 | $488K | Buy |
+14,354
| New | +$488K | ﹤0.01% | 1161 |
|