Icon Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Icon Wealth Advisors’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$852K	Hold
2025 Q2	$821K	Hold
2025 Q1	$852K	Hold
2024 Q4	$790K	Hold
2024 Q3	$823K	Hold
2024 Q2	$797K	Hold
2024 Q1	$755K	Sell
2023 Q4	$795K	Buy
2022 Q4	$882K	Buy
2022 Q3	$773K	Buy