Icon Wealth Advisors’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 | $821K | Hold |
19,620
| – | – | 0.06% | 192 |
|
|
2025
Q1 | $852K | Hold |
19,620
| – | – | 0.07% | 162 |
|
|
2024
Q4 | $790K | Hold |
19,620
| – | – | 0.07% | 164 |
|
|
2024
Q3 | $823K | Hold |
19,620
| – | – | 0.07% | 158 |
|
|
2024
Q2 | $797K | Hold |
19,620
| – | – | 0.07% | 158 |
|
|
2024
Q1 | $755K | Sell |
19,620
-2,529
| -11% | -$97.3K | 0.07% | 159 |
|
|
2023
Q4 | $795K | Buy |
+22,149
| New | +$795K | 0.08% | 145 |
|
|
2022
Q4 | $882K | Buy |
24,112
+50
| +0.2% | +$1.83K | 0.1% | 144 |
|
|
2022
Q3 | $773K | Buy |
+24,062
| New | +$773K | 0.09% | 155 |
|