Formidable Asset 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 | $1.46M | Buy |
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|
2025
Q2 | $1.4M | Hold |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $658K | Buy |
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|
2024
Q2 | $376K | Sell |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $417K | Hold |
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|
2023
Q2 | $424K | Hold |
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|
2023
Q1 | $447K | Sell |
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|
2022
Q4 | $484K | Hold |
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|
2022
Q3 | $468K | Hold |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $514K | Hold |
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|
2021
Q4 | $494K | Sell |
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|
2021
Q3 | $459K | Sell |
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|
2021
Q2 | $476K | Hold |
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|
2021
Q1 | $472K | Hold |
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|
2020
Q4 | $421K | Hold |
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|
2020
Q3 | $377K | Hold |
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|
2020
Q2 | $375K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $512K | Hold |
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|
2019
Q3 | $489K | Sell |
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|
2019
Q2 | $547K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $477K | Sell |
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|
2018
Q3 | $583K | Hold |
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|
2018
Q2 | $555K | Sell |
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|
2018
Q1 | $554K | Hold |
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|
2017
Q4 | $591K | Buy |
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|
2017
Q3 | $540K | Buy |
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|
2017
Q2 | $514K | Buy |
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|
2017
Q1 | $489K | Sell |
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|
2016
Q4 | $540K | Hold |
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|
2016
Q3 | $531K | Hold |
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|
2016
Q2 | $536K | Hold |
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|
2016
Q1 | $495K | Sell |
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|
2015
Q4 | $466K | Buy |
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|
2015
Q3 | $420K | Buy |
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|
2015
Q2 | $398K | Buy |
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|
2015
Q1 | $404K | Buy |
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|
2014
Q4 | $340K | Hold |
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|
2014
Q3 | $343K | Hold |
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|
2014
Q2 | $337K | Hold |
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|
2014
Q1 | $326K | Hold |
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|
2013
Q4 | $302K | Sell |
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|
2013
Q3 | $309K | Buy |
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