Darwin Wealth Management’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 | $170K | Buy |
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|
2025
Q2 | $163K | Buy |
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|
2025
Q1 | $155K | Hold |
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|
2024
Q4 | $155K | Buy |
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|
2024
Q3 | $161K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $411K | Sell |
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|
2023
Q2 | $461K | Buy |
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|
2023
Q1 | $370K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $191K | Sell |
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|
2019
Q4 | $309K | Buy |
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|
2019
Q3 | $214K | Buy |
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|
2019
Q2 | $210K | Buy |
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|
2019
Q1 | $207K | Buy |
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