Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-232
| Closed | -$8.32K | – | 1426 |
|
|
2023
Q4 | $8.32K | Hold |
232
| – | – | ﹤0.01% | 877 |
|
|
2023
Q3 | $7.76K | Hold |
232
| – | – | ﹤0.01% | 855 |
|
|
2023
Q2 | $7.89K | Hold |
232
| – | – | ﹤0.01% | 856 |
|
|
2023
Q1 | $8.24K | Hold |
232
| – | – | ﹤0.01% | 849 |
|
|
2022
Q4 | $8.48K | Hold |
232
| – | – | ﹤0.01% | 839 |
|
|
2022
Q3 | $7K | Hold |
232
| – | – | ﹤0.01% | 874 |
|
|
2022
Q2 | $8K | Hold |
232
| – | – | ﹤0.01% | 819 |
|
|
2022
Q1 | $9K | Hold |
232
| – | – | ﹤0.01% | 793 |
|
|
2021
Q4 | $8K | Hold |
232
| – | – | ﹤0.01% | 841 |
|
|
2021
Q3 | $8K | Hold |
232
| – | – | ﹤0.01% | 807 |
|
|
2021
Q2 | $8K | Hold |
232
| – | – | ﹤0.01% | 800 |
|
|
2021
Q1 | $8K | Hold |
232
| – | – | ﹤0.01% | 801 |
|
|
2020
Q4 | $6K | Hold |
232
| – | – | ﹤0.01% | 779 |
|
|
2020
Q3 | $6K | Hold |
232
| – | – | ﹤0.01% | 786 |
|
|
2020
Q2 | $6K | Hold |
232
| – | – | ﹤0.01% | 710 |
|
|
2020
Q1 | $5K | Hold |
232
| – | – | ﹤0.01% | 773 |
|
|
2019
Q4 | $8K | Hold |
232
| – | – | ﹤0.01% | 743 |
|
|
2019
Q3 | $7K | Hold |
232
| – | – | ﹤0.01% | 737 |
|
|
2019
Q2 | $7K | Hold |
232
| – | – | ﹤0.01% | 720 |
|
|
2019
Q1 | $7K | Hold |
232
| – | – | ﹤0.01% | 603 |
|
|
2018
Q4 | $6K | Hold |
232
| – | – | ﹤0.01% | 672 |
|
|
2018
Q3 | $7K | Sell |
232
-212
| -48% | -$6.24K | ﹤0.01% | 679 |
|
|
2018
Q2 | $13K | Hold |
444
| – | – | ﹤0.01% | 560 |
|
|
2018
Q1 | $13K | Sell |
444
-450
| -50% | -$13.2K | ﹤0.01% | 573 |
|
|
2017
Q4 | $27K | Buy |
+894
| New | +$26.3K | ﹤0.01% | 424 |
|
|
2017
Q3 | – | Sell |
-594
| Closed | -$17K | – | 387 |
|
|
2017
Q2 | $17K | Buy |
594
+150
| +34% | +$4.28K | ﹤0.01% | 409 |
|
|
2017
Q1 | $13K | Buy |
+444
| New | +$12.7K | ﹤0.01% | 471 |
|
|
2016
Q2 | – | Sell |
-1,021
| Closed | -$26K | – | 735 |
|
|
2016
Q1 | $26K | Buy |
+1,021
| New | +$24.8K | ﹤0.01% | 321 |
|
|
2015
Q2 | – | Sell |
-579
| Closed | -$13K | – | 650 |
|
|
2015
Q1 | $13K | Buy |
579
+395
| +215% | +$9.45K | ﹤0.01% | 366 |
|
|
2014
Q4 | $4K | Buy |
+184
| New | +$4.39K | ﹤0.01% | 427 |
|
|
2014
Q3 | – | Sell |
-2,671
| Closed | -$64K | – | 499 |
|
|
2014
Q2 | $64K | Buy |
+2,671
| New | +$61.9K | 0.01% | 199 |
|
Other funds holding FDL
RJFSA
CAG
Gradient Investments's FDL Position: Q1 2024 in Review
Gradient Investments sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q1 2024, closing a stake of 232 shares — an estimated $8.32K sold.
Gradient Investments first reported a position in FDL in Q2 2014 and held it in 31 quarters. The position peaked at $64K in Q2 2014. 363 funds tracked by Wall St. Rank hold FDL as of Q1 2024.
- Gradient Investments reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q1 2024 after selling out during the quarter.
- Gradient Investments sold 232 First Trust Morningstar Dividend Leaders Index Fund shares in Q1 2024, an estimated $8.32K.
- Gradient Investments first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2014 and held it in 31 quarters.
- Gradient Investments's First Trust Morningstar Dividend Leaders Index Fund position peaked at $64K in Q2 2014.
- 363 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q1 2024.
Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.