CA
Crumly & Associates’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 | $838K | Sell |
20,005
-3,246
| -14% | -$136K | 0.2% | 69 |
|
|
2025
Q1 | $1.01M | Buy |
23,251
+4,657
| +25% | +$202K | 0.28% | 57 |
|
|
2024
Q4 | $749K | Sell |
18,594
-16,102
| -46% | -$648K | 0.2% | 71 |
|
|
2024
Q3 | $1.46M | Sell |
34,696
-2,707
| -7% | -$114K | 0.4% | 51 |
|
|
2024
Q2 | $1.42M | Sell |
37,403
-2,498
| -6% | -$94.7K | 0.41% | 47 |
|
|
2024
Q1 | $1.54M | Sell |
39,901
-66,104
| -62% | -$2.54M | 0.4% | 49 |
|
|
2023
Q4 | $3.8M | Sell |
106,005
-32,135
| -23% | -$1.15M | 1.11% | 29 |
|
|
2023
Q3 | $4.62M | Buy |
138,140
+4,294
| +3% | +$144K | 1.81% | 20 |
|
|
2023
Q2 | $4.55M | Buy |
133,846
+56,607
| +73% | +$1.93M | 1.82% | 20 |
|
|
2023
Q1 | $2.74M | Buy |
77,239
+1,778
| +2% | +$63.1K | 1.19% | 26 |
|
|
2022
Q4 | $2.76M | Buy |
+75,461
| New | +$2.76M | 1.04% | 24 |
|