Hilltop Holdings’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Buy |
16,247
+3,788
| +30% | +$159K | 0.04% | 420 |
|
|
2025
Q1 | $541K | Sell |
12,459
-551
| -4% | -$23.9K | 0.03% | 490 |
|
|
2024
Q4 | $524K | Sell |
13,010
-161
| -1% | -$6.48K | 0.03% | 488 |
|
|
2024
Q3 | $553K | Buy |
+13,171
| New | +$553K | 0.04% | 463 |
|
|
2020
Q2 | – | Sell |
-43,407
| Closed | -$969K | – | 390 |
|
|
2020
Q1 | $969K | Sell |
43,407
-41,270
| -49% | -$921K | 0.23% | 99 |
|
|
2019
Q4 | $2.76M | Buy |
84,677
+29,859
| +54% | +$973K | 0.52% | 48 |
|
|
2019
Q3 | $1.7M | Buy |
54,818
+2,557
| +5% | +$79.4K | 0.32% | 77 |
|
|
2019
Q2 | $1.6M | Sell |
52,261
-1,256
| -2% | -$38.5K | 0.34% | 78 |
|
|
2019
Q1 | $1.61M | Buy |
53,517
+2,177
| +4% | +$65.7K | 0.34% | 74 |
|
|
2018
Q4 | $1.4M | Buy |
+51,340
| New | +$1.4M | 0.35% | 72 |
|