HBK Sorce Advisory’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 | $228K | Buy |
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|
2025
Q2 | $219K | Buy |
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|
2025
Q1 | $226K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $209K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $369K | Buy |
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|
2022
Q3 | $247K | Buy |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $257K | Buy |
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|
2021
Q4 | $244K | Buy |
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|
2021
Q3 | $223K | Buy |
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|
2021
Q2 | $218K | Buy |
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|
2021
Q1 | $215K | Buy |
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