Financial Perspectives’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 | $11.5K | Hold |
275
| – | – | ﹤0.01% | 494 |
|
|
2025
Q1 | $11.9K | Hold |
275
| – | – | ﹤0.01% | 478 |
|
|
2024
Q4 | $11.1K | Hold |
275
| – | – | ﹤0.01% | 494 |
|
|
2024
Q3 | $11.5K | Hold |
275
| – | – | ﹤0.01% | 459 |
|
|
2024
Q2 | $10.4K | Hold |
275
| – | – | ﹤0.01% | 459 |
|
|
2024
Q1 | $10.6K | Hold |
275
| – | – | ﹤0.01% | 454 |
|
|
2023
Q4 | $9.87K | Hold |
275
| – | – | ﹤0.01% | 469 |
|
|
2023
Q3 | $9.2K | Hold |
275
| – | – | ﹤0.01% | 457 |
|
|
2023
Q2 | $9.35K | Hold |
275
| – | – | ﹤0.01% | 456 |
|
|
2023
Q1 | $9.76K | Hold |
275
| – | – | ﹤0.01% | 443 |
|
|
2022
Q4 | $10.1K | Hold |
275
| – | – | 0.01% | 442 |
|
|
2022
Q3 | $8.84K | Hold |
275
| – | – | 0.01% | 449 |
|
|
2022
Q2 | $9.69K | Hold |
275
| – | – | 0.01% | 444 |
|
|
2022
Q1 | $10.3K | Hold |
275
| – | – | ﹤0.01% | 456 |
|
|
2021
Q4 | $9.78K | Hold |
275
| – | – | ﹤0.01% | 445 |
|
|
2021
Q3 | $9.01K | Hold |
275
| – | – | ﹤0.01% | 451 |
|
|
2021
Q2 | $9.13K | Buy |
+275
| New | +$9.13K | ﹤0.01% | 471 |
|