Investor's Fiduciary Advisor Network’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
$1.55M Buy
36,915
+460
+1% +$19.3K 0.57% 45
2025
Q1
$1.58M Sell
36,455
-626
-2% -$27.2K 0.75% 37
2024
Q4
$1.49M Buy
+37,081
New +$1.49M 0.57% 43