Focus Financial 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
$417K Sell
9,969
-9,198
-48% -$385K 0.02% 475
2025
Q1
$833K Buy
+19,167
New +$833K 0.03% 307
2024
Q1
Sell
-12,734
Closed -$457K 664
2023
Q4
$457K Buy
+12,734
New +$457K 0.02% 478