Investors Research Corp’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 | $5.09M | Buy |
121,570
+10,046
| +9% | +$421K | 1% | 23 |
|
|
2025
Q1 | $4.84M | Buy |
111,524
+12,774
| +13% | +$555K | 1.05% | 20 |
|
|
2024
Q4 | $3.98M | Buy |
98,750
+9,644
| +11% | +$388K | 0.87% | 21 |
|
|
2024
Q3 | $3.74M | Buy |
89,106
+9,041
| +11% | +$379K | 0.82% | 21 |
|
|
2024
Q2 | $3.04M | Buy |
80,065
+5,933
| +8% | +$225K | 0.71% | 23 |
|
|
2024
Q1 | $2.85M | Buy |
74,132
+4,736
| +7% | +$182K | 0.67% | 25 |
|
|
2023
Q4 | $2.49M | Buy |
69,396
+4,540
| +7% | +$163K | 0.6% | 25 |
|
|
2023
Q3 | $2.17M | Sell |
64,856
-9,643
| -13% | -$322K | 0.57% | 28 |
|
|
2023
Q2 | $2.53M | Sell |
74,499
-978
| -1% | -$33.3K | 0.64% | 27 |
|
|
2023
Q1 | $2.68M | Sell |
75,477
-117
| -0.2% | -$4.15K | 0.7% | 26 |
|
|
2022
Q4 | $2.76M | Sell |
75,594
-227
| -0.3% | -$8.3K | 0.75% | 22 |
|
|
2022
Q3 | $2.44M | Sell |
75,821
-849
| -1% | -$27.3K | 0.75% | 26 |
|
|
2022
Q2 | $2.7M | Sell |
76,670
-2,262
| -3% | -$79.7K | 0.81% | 23 |
|
|
2022
Q1 | $2.96M | Sell |
78,932
-236
| -0.3% | -$8.84K | 0.83% | 26 |
|
|
2021
Q4 | $2.82M | Buy |
79,168
+12,710
| +19% | +$452K | 0.85% | 27 |
|
|
2021
Q3 | $2.18M | Buy |
66,458
+9,468
| +17% | +$310K | 0.73% | 31 |
|
|
2021
Q2 | $1.89M | Buy |
56,990
+12,011
| +27% | +$399K | 0.65% | 34 |
|
|
2021
Q1 | $1.47M | Buy |
44,979
+14,482
| +47% | +$474K | 0.55% | 32 |
|
|
2020
Q4 | $902K | Buy |
30,497
+19,217
| +170% | +$568K | 0.36% | 82 |
|
|
2020
Q3 | $294K | Buy |
+11,280
| New | +$294K | 0.14% | 215 |
|