Financial Advisors Network’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 | $280K | Hold |
6,683
| – | – | 0.04% | 156 |
|
|
2025
Q1 | $290K | Sell |
6,683
-543
| -8% | -$23.6K | 0.05% | 146 |
|
|
2024
Q4 | $291K | Buy |
+7,226
| New | +$291K | 0.05% | 149 |
|
|
2023
Q4 | $362K | Sell |
10,102
-1,470
| -13% | -$52.7K | 0.07% | 114 |
|
|
2023
Q3 | $387K | Buy |
+11,572
| New | +$387K | 0.09% | 99 |
|
|
2022
Q4 | $423K | Sell |
11,572
-1,000
| -8% | -$36.6K | 0.11% | 73 |
|
|
2022
Q3 | $404K | Hold |
12,572
| – | – | 0.12% | 68 |
|
|
2022
Q2 | $443K | Sell |
12,572
-400
| -3% | -$14.1K | 0.12% | 68 |
|
|
2022
Q1 | $486K | Sell |
12,972
-1,625
| -11% | -$60.9K | 0.12% | 66 |
|
|
2021
Q4 | $519K | Sell |
14,597
-3,400
| -19% | -$121K | 0.12% | 75 |
|
|
2021
Q3 | $617K | Buy |
+17,997
| New | +$617K | 0.14% | 73 |
|