Farther Finance 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
$3.95M Buy
2025
Q2
$3.02M Buy
2025
Q1
$1.52M Sell
2024
Q4
$1.6M Buy
2024
Q3
$897K Buy
2024
Q2
$37.9K Hold
2024
Q1
$38.4K Hold
2023
Q4
$35.9K Sell
2023
Q3
$368K Hold
2023
Q2
$374K Sell
2023
Q1
$621K Hold
2022
Q4
$640K Buy