Farther Finance Advisors’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 | $3.02M | Buy |
72,196
+36,954
| +105% | +$1.55M | 0.06% | 262 |
|
|
2025
Q1 | $1.52M | Sell |
35,242
-4,418
| -11% | -$191K | 0.04% | 362 |
|
|
2024
Q4 | $1.6M | Buy |
39,660
+18,287
| +86% | +$736K | 0.06% | 256 |
|
|
2024
Q3 | $897K | Buy |
21,373
+20,373
| +2,037% | +$855K | 0.03% | 382 |
|
|
2024
Q2 | $37.9K | Hold |
1,000
| – | – | ﹤0.01% | 1528 |
|
|
2024
Q1 | $38.4K | Hold |
1,000
| – | – | ﹤0.01% | 1273 |
|
|
2023
Q4 | $35.9K | Sell |
1,000
-10,000
| -91% | -$359K | ﹤0.01% | 1145 |
|
|
2023
Q3 | $368K | Hold |
11,000
| – | – | 0.06% | 257 |
|
|
2023
Q2 | $374K | Sell |
11,000
-6,500
| -37% | -$221K | 0.08% | 204 |
|
|
2023
Q1 | $621K | Hold |
17,500
| – | – | 0.18% | 110 |
|
|
2022
Q4 | $640K | Buy |
+17,500
| New | +$640K | 0.25% | 83 |
|