Intrua Financial’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 | $774K | Buy |
18,484
+875
| +5% | +$36.6K | 0.1% | 148 |
|
|
2025
Q1 | $765K | Sell |
17,609
-1,395
| -7% | -$60.6K | 0.11% | 133 |
|
|
2024
Q4 | $765K | Buy |
19,004
+2,219
| +13% | +$89.3K | 0.12% | 136 |
|
|
2024
Q3 | $704K | Buy |
16,785
+431
| +3% | +$18.1K | 0.1% | 157 |
|
|
2024
Q2 | $620K | Buy |
16,354
+373
| +2% | +$14.1K | 0.09% | 190 |
|
|
2024
Q1 | $615K | Sell |
15,981
-726
| -4% | -$27.9K | 0.09% | 208 |
|
|
2023
Q4 | $599K | Buy |
16,707
+133
| +0.8% | +$4.77K | 0.09% | 197 |
|
|
2023
Q3 | $554K | Sell |
16,574
-1,030
| -6% | -$34.4K | 0.09% | 178 |
|
|
2023
Q2 | $599K | Buy |
17,604
+1,124
| +7% | +$38.2K | 0.1% | 171 |
|
|
2023
Q1 | $559K | Buy |
16,480
+8,114
| +97% | +$275K | 0.12% | 168 |
|
|
2022
Q4 | $308K | Buy |
+8,366
| New | +$308K | 0.07% | 252 |
|