IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
|
|||||
|
2025
Q1 | $3.15M | Buy |
|
|||||
|
2024
Q4 | $2.86M | Sell |
|
|||||
|
2024
Q3 | $3.12M | Buy |
|
|||||
|
2024
Q2 | $2.7M | Buy |
|
|||||
|
2024
Q1 | $2.3M | Buy |
|
|||||
|
2023
Q4 | $1.96M | Buy |
|
|||||
|
2023
Q3 | $1.64M | Buy |
|
|||||
|
2023
Q2 | $1.57M | Buy |
|
|||||
|
2023
Q1 | $1.01M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $3.67M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $522K | Sell |
|
|||||
|
2019
Q4 | $1.03M | Sell |
|
|||||
|
2019
Q3 | $1.82M | Sell |
|
|||||
|
2019
Q2 | $1.97M | Buy |
|
|||||
|
2019
Q1 | $1.58M | Buy |
|
|||||
|
2018
Q4 | $262K | Buy |
|
|||||
|
2018
Q3 | $211K | Sell |
|
|||||
|
2018
Q2 | $295K | Sell |
|
|||||
|
2018
Q1 | $329K | Buy |
|
|||||
|
2017
Q4 | $357K | Sell |
|
|||||
|
2017
Q3 | $566K | Buy |
|
|||||
|
2017
Q2 | $24 | Buy |
|
|||||
|
2017
Q1 | $161K | Buy |
|
|||||
|
2016
Q4 | $7K | Buy |
|