Independent Advisor Alliance’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 | $5M | Buy |
119,402
+17,088
| +17% | +$715K | 0.14% | 116 |
|
|
2025
Q1 | $4.44M | Sell |
102,314
-95,287
| -48% | -$4.14M | 0.15% | 119 |
|
|
2024
Q4 | $7.96M | Buy |
197,601
+103,932
| +111% | +$4.18M | 0.11% | 194 |
|
|
2024
Q3 | $3.93M | Buy |
93,669
+3,279
| +4% | +$138K | 0.14% | 124 |
|
|
2024
Q2 | $3.43M | Buy |
90,390
+2,711
| +3% | +$103K | 0.12% | 152 |
|
|
2024
Q1 | $3.37M | Buy |
87,679
+36,936
| +73% | +$1.42M | 0.12% | 150 |
|
|
2023
Q4 | $1.82M | Buy |
50,743
+9,287
| +22% | +$333K | 0.07% | 220 |
|
|
2023
Q3 | $1.39M | Sell |
41,456
-1,188
| -3% | -$39.7K | 0.06% | 244 |
|
|
2023
Q2 | $1.45M | Buy |
42,644
+35,292
| +480% | +$1.2M | 0.06% | 255 |
|
|
2023
Q1 | $261K | Buy |
+7,352
| New | +$261K | 0.01% | 546 |
|
|
2020
Q1 | – | Sell |
-7,291
| Closed | -$238K | – | 519 |
|
|
2019
Q4 | $238K | Buy |
+7,291
| New | +$238K | 0.01% | 758 |
|
|
2017
Q2 | – | Sell |
-9,252
| Closed | -$266K | – | 271 |
|
|
2017
Q1 | $266K | Buy |
+9,252
| New | +$266K | 0.04% | 327 |
|