HighTower Trust’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
2023
Q1
$1.74M Hold
2022
Q4
$1.8M Buy
2022
Q3
$1.24M Buy
2022
Q2
Sell
2022
Q1
$1.22M Hold
2021
Q4
$1.16M Buy
2021
Q3
$819K Sell
2021
Q2
$922K Buy
2021
Q1
$461K Buy