Diversified’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $814K | Hold |
19,398
| – | – | 0.09% | 87 |
|
|
2024
Q2 | $736K | Hold |
19,398
| – | – | 0.09% | 88 |
|
|
2024
Q1 | $746K | Buy |
19,398
+174
| +0.9% | +$6.7K | 0.1% | 59 |
|
|
2023
Q4 | $690K | Hold |
19,224
| – | – | 0.15% | 54 |
|
|
2023
Q3 | $643K | Hold |
19,224
| – | – | 0.17% | 53 |
|
|
2023
Q2 | $654K | Sell |
19,224
-350
| -2% | -$11.9K | 0.17% | 55 |
|
|
2023
Q1 | $695K | Hold |
19,574
| – | – | 0.25% | 52 |
|
|
2022
Q4 | $716K | Buy |
19,574
+2,817
| +17% | +$103K | 0.28% | 49 |
|
|
2022
Q3 | $538K | Buy |
+16,757
| New | +$538K | 0.27% | 50 |
|