Foundations Investment Advisors’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 | $663K | Buy |
15,839
+756
| +5% | +$31.7K | 0.01% | 517 |
|
|
2025
Q1 | $655K | Sell |
15,083
-55,666
| -79% | -$2.42M | 0.01% | 501 |
|
|
2024
Q4 | $2.85M | Sell |
70,749
-1,124
| -2% | -$45.3K | 0.06% | 239 |
|
|
2024
Q3 | $3.02M | Sell |
71,873
-563
| -0.8% | -$23.6K | 0.06% | 225 |
|
|
2024
Q2 | $2.75M | Sell |
72,436
-1,027
| -1% | -$39K | 0.07% | 210 |
|
|
2024
Q1 | $2.83M | Buy |
73,463
+1,072
| +1% | +$41.3K | 0.07% | 204 |
|
|
2023
Q4 | $2.63M | Sell |
72,391
-1,624
| -2% | -$59K | 0.07% | 201 |
|
|
2023
Q3 | $2.48M | Sell |
74,015
-3,028
| -4% | -$101K | 0.08% | 199 |
|
|
2023
Q2 | $2.62M | Sell |
77,043
-53,963
| -41% | -$1.84M | 0.09% | 157 |
|
|
2023
Q1 | $4.65M | Sell |
131,006
-2,092
| -2% | -$74.3K | 0.17% | 90 |
|
|
2022
Q4 | $4.87M | Buy |
133,098
+82,473
| +163% | +$3.02M | 0.19% | 67 |
|
|
2022
Q3 | $1.63M | Buy |
+50,625
| New | +$1.63M | 0.07% | 115 |
|