Cresset Asset Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Cresset Asset Management’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$471K	Sell
2025 Q2	$527K	Buy
2025 Q1	$534K	Sell
2024 Q4	$660K	Buy
2024 Q3	$563K	Sell
2024 Q2	$565K	Sell
2024 Q1	$624K	Sell
2023 Q4	$583K	Buy
2023 Q3	$485K	Buy
2023 Q2	$488K	Buy