Elevated Capital 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
Q2 | $4.55M | Hold |
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|
2025
Q1 | $4.55M | Sell |
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|
2024
Q4 | $4.73M | Sell |
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|
2024
Q3 | $5.03M | Sell |
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|
2024
Q2 | $4.6M | Sell |
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|
2024
Q1 | $10.9M | Buy |
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|
2023
Q4 | $9.72M | Sell |
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|
2023
Q3 | $9.06M | Buy |
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|
2023
Q2 | $3.71M | Buy |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $1.65M | Buy |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q3 | $1.44M | Buy |
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|
2021
Q1 | $2.39M | Sell |
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|
2020
Q4 | $2.54M | Sell |
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|
2020
Q3 | $2.59M | Sell |
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|
2020
Q2 | $2.53M | Buy |
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