Financial Advocates Investment Management’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 | – | Sell |
|
|||||
|
2025
Q2 | $205K | Sell |
|
|||||
|
2025
Q1 | $213K | Sell |
|
|||||
|
2024
Q4 | $205K | Sell |
|
|||||
|
2024
Q3 | $960K | Buy |
|
|||||
|
2024
Q2 | $259K | Sell |
|
|||||
|
2024
Q1 | $6M | Sell |
|
|||||
|
2023
Q4 | $7.46M | Sell |
|
|||||
|
2023
Q3 | $7.03M | Buy |
|
|||||
|
2023
Q2 | $6.52M | Sell |
|
|||||
|
2023
Q1 | $7.46M | Sell |
|
|||||
|
2022
Q4 | $7.81M | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $276K | Buy |
|
|||||
|
2020
Q4 | $222K | Sell |
|
|||||
|
2020
Q3 | $253K | Sell |
|
|||||
|
2020
Q2 | $261K | Buy |
|
|||||
|
2020
Q1 | $221K | Sell |
|
|||||
|
2019
Q4 | $391K | Buy |
|
|||||
|
2019
Q3 | $355K | Buy |
|
|||||
|
2019
Q2 | $338K | Buy |
|
|||||
|
2019
Q1 | $331K | Sell |
|
|||||
|
2018
Q4 | $309K | Buy |
|
|||||
|
2018
Q3 | $325K | Sell |
|
|||||
|
2018
Q2 | $355K | Sell |
|
|||||
|
2018
Q1 | $517K | Sell |
|
|||||
|
2017
Q4 | $1.22M | Buy |
|