Fidelity Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.53M | Buy |
30,183
+2,832
| +10% | +$138K | ﹤0.01% | 2722 |
|
|
2025
Q4 | $1.21M | Sell |
27,351
-4,408
| -14% | -$192K | ﹤0.01% | 2777 |
|
|
2025
Q3 | $1.38M | Buy |
31,759
+4,277
| +16% | +$185K | ﹤0.01% | 2678 |
|
|
2025
Q2 | $1.15M | Buy |
27,482
+1,003
| +4% | +$41.4K | ﹤0.01% | 2670 |
|
|
2025
Q1 | $1.15M | Buy |
26,479
+3,809
| +17% | +$161K | ﹤0.01% | 2635 |
|
|
2024
Q4 | $913K | Sell |
22,670
-404
| -2% | -$17K | ﹤0.01% | 2701 |
|
|
2024
Q3 | $968K | Buy |
23,074
+9,320
| +68% | +$376K | ﹤0.01% | 2609 |
|
|
2024
Q2 | $522K | Buy |
13,754
+2,568
| +23% | +$97.4K | ﹤0.01% | 2720 |
|
|
2024
Q1 | $430K | Buy |
11,186
+2,805
| +33% | +$103K | ﹤0.01% | 2769 |
|
|
2023
Q4 | $301K | Buy |
8,381
+665
| +9% | +$22.5K | ﹤0.01% | 2827 |
|
|
2023
Q3 | $258K | Buy |
7,716
+998
| +15% | +$34.6K | ﹤0.01% | 2807 |
|
|
2023
Q2 | $228K | Sell |
6,718
-5,385
| -44% | -$187K | ﹤0.01% | 2907 |
|
|
2023
Q1 | $430K | Buy |
12,103
+5,895
| +95% | +$216K | ﹤0.01% | 2738 |
|
|
2022
Q4 | $227K | Buy |
6,208
+188
| +3% | +$6.78K | ﹤0.01% | 2965 |
|
|
2022
Q3 | $193K | Sell |
6,020
-898
| -13% | -$32.1K | ﹤0.01% | 3061 |
|
|
2022
Q2 | $244K | Buy |
6,918
+3,798
| +122% | +$142K | ﹤0.01% | 3077 |
|
|
2022
Q1 | $117K | Buy |
3,120
+680
| +28% | +$24.8K | ﹤0.01% | 3398 |
|
|
2021
Q4 | $87K | Sell |
2,440
-119
| -5% | -$4.06K | ﹤0.01% | 3118 |
|
|
2021
Q3 | $84K | Sell |
2,559
-24
| -0.9% | -$805 | ﹤0.01% | 3112 |
|
|
2021
Q2 | $86K | Buy |
2,583
+61
| +2% | +$2.07K | ﹤0.01% | 3058 |
|
|
2021
Q1 | $82K | Buy |
2,522
+279
| +12% | +$8.65K | ﹤0.01% | 2949 |
|
|
2020
Q4 | $66K | Buy |
2,243
+1,061
| +90% | +$30K | ﹤0.01% | 2956 |
|
|
2020
Q3 | $31K | Buy |
1,182
+221
| +23% | +$5.86K | ﹤0.01% | 2966 |
|
|
2020
Q2 | $24K | Sell |
961
-4,759
| -83% | -$118K | ﹤0.01% | 2949 |
|
|
2020
Q1 | $128K | Buy |
5,720
+1,026
| +22% | +$29.6K | ﹤0.01% | 2636 |
|
|
2019
Q4 | $153K | Buy |
4,694
+193
| +4% | +$6.14K | ﹤0.01% | 2680 |
|
|
2019
Q3 | $140K | Buy |
4,501
+687
| +18% | +$21K | ﹤0.01% | 2688 |
|
|
2019
Q2 | $117K | Sell |
3,814
-719
| -16% | -$21.7K | ﹤0.01% | 2716 |
|
|
2019
Q1 | $137K | Buy |
4,533
+4,532
| +453,200% | +$131K | ﹤0.01% | 2635 |
|
|
2018
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 3685 |
|
|
2018
Q3 | $0 | Buy |
+1
| New | +$29 | ﹤0.01% | 3593 |
|
Other funds holding FDL
