HPC
Hobart Private Capital’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
247,126
+44,898
| +22% | +$1.88M | 2.35% | 14 |
|
|
2025
Q1 | $8.78M | Buy |
202,228
+12,324
| +6% | +$535K | 2.2% | 17 |
|
|
2024
Q4 | $7.65M | Buy |
189,904
+26,819
| +16% | +$1.08M | 1.9% | 16 |
|
|
2024
Q3 | $6.84M | Buy |
163,085
+13,645
| +9% | +$572K | 1.75% | 18 |
|
|
2024
Q2 | $5.67M | Buy |
149,440
+42,059
| +39% | +$1.6M | 1.61% | 18 |
|
|
2024
Q1 | $4.13M | Buy |
107,381
+30,334
| +39% | +$1.17M | 1.26% | 21 |
|
|
2023
Q4 | $2.76M | Buy |
+77,047
| New | +$2.76M | 0.92% | 24 |
|