Great Valley Advisor Group’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
Q2 | $1.62M | Buy |
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|
2025
Q1 | $1.67M | Buy |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $270K | Buy |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $1.75M | Buy |
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|
2022
Q2 | $1.84M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $10.8M | Buy |
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