Flynn Zito Capital 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 | $1.24M | Sell |
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|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $607K | Sell |
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|
2023
Q3 | $702K | Buy |
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|
2023
Q2 | $707K | Buy |
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|
2023
Q1 | $696K | Buy |
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|
2022
Q4 | $671K | Buy |
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