Global Retirement Partners’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 | $776K | Buy |
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|
2025
Q2 | $743K | Buy |
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|
2024
Q4 | $662K | Sell |
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|
2024
Q3 | $705K | Buy |
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|
2024
Q2 | $609K | Sell |
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|
2024
Q1 | $775K | Sell |
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|
2023
Q4 | $761K | Sell |
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|
2023
Q3 | $700K | Buy |
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|
2023
Q2 | $577K | Buy |
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|
2023
Q1 | $548K | Buy |
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|
2022
Q4 | $525K | Buy |
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|
2022
Q3 | $391K | Buy |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $291K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $203K | Buy |
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|
2021
Q2 | $204K | Buy |
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|
2021
Q1 | $108K | Buy |
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|
2020
Q4 | $50K | Sell |
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|
2020
Q3 | $84K | Hold |
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|
2020
Q2 | $82K | Hold |
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|
2020
Q1 | $72K | Hold |
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|
2019
Q4 | $106K | Hold |
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|
2019
Q3 | $101K | Hold |
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|
2019
Q2 | $99K | Hold |
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|
2019
Q1 | $98K | Hold |
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|
2018
Q4 | $88K | Buy |
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|
2018
Q3 | $51K | Hold |
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|
2018
Q2 | $49K | Hold |
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|
2018
Q1 | $48K | Hold |
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|
2017
Q4 | $51K | Hold |
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|
2017
Q3 | $49K | Hold |
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|
2017
Q2 | $48K | Hold |
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|
2017
Q1 | $49K | Hold |
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|
2016
Q4 | $47K | Buy |
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