Equitable Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
7,005
| – | – | 0.01% | 382 |
|
|
2025
Q1 | $304K | Hold |
7,005
| – | – | 0.02% | 398 |
|
|
2024
Q4 | $282K | Hold |
7,005
| – | – | 0.02% | 422 |
|
|
2024
Q3 | $294K | Hold |
7,005
| – | – | 0.02% | 393 |
|
|
2024
Q2 | $266K | Hold |
7,005
| – | – | 0.02% | 399 |
|
|
2024
Q1 | $270K | Hold |
7,005
| – | – | 0.02% | 386 |
|
|
2023
Q4 | $251K | Hold |
7,005
| – | – | 0.02% | 378 |
|
|
2023
Q3 | $234K | Hold |
7,005
| – | – | 0.02% | 376 |
|
|
2023
Q2 | $238K | Hold |
7,005
| – | – | 0.02% | 368 |
|
|
2023
Q1 | $249K | Buy |
+7,005
| New | +$249K | 0.02% | 359 |
|