Flagship Harbor Advisors’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 | $812K | Sell |
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|
2025
Q2 | $787K | Buy |
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|
2025
Q1 | $765K | Buy |
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|
2024
Q4 | $515K | Buy |
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|
2024
Q3 | $484K | Buy |
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|
2024
Q1 | $512K | Sell |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $805K | Buy |
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|
2023
Q2 | $805K | Buy |
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|
2023
Q1 | $833K | Sell |
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|
2022
Q4 | $3.33M | Buy |
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|
2022
Q3 | $2.92M | Buy |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $205K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $7K | Buy |
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|
2019
Q3 | $7K | Sell |
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|
2019
Q2 | $36K | Buy |
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|
2019
Q1 | $8K | Hold |
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|
2018
Q4 | $7K | Sell |
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|
2018
Q3 | $62K | Sell |
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|
2018
Q2 | $59K | Buy |
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