DHJJ Financial Advisors’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
$144K Buy
2025
Q2
$138K Buy
2025
Q1
$141K Hold
2024
Q4
$131K Sell
2024
Q3
$139K Sell
2024
Q2
$137K Sell
2024
Q1
$139K Sell
2023
Q4
$140K Sell
2023
Q3
$152K Buy