Illumine Investment Management’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
$511K Buy
12,211
+470
+4% +$19.7K 0.41% 74
2025
Q1
$510K Sell
11,741
-2,626
-18% -$114K 0.42% 72
2024
Q4
$578K Buy
+14,367
New +$578K 0.48% 65