Investors Research Corp’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.39M	Sell	151,969 -169,257	-53%	-$8.45M	1.32%	20
2026 Q1	$23.7M	Buy	321,226 +184,228	+134%	+$9M	4.53%	1
2025 Q4	$6.07M	Buy	136,998 +8,188	+6%	+$357K	1.11%	21
2025 Q3	$5.59M	Buy	128,810 +7,240	+6%	+$314K	1.03%	21
2025 Q2	$5.09M	Buy	121,570 +10,046	+9%	+$415K	1%	23
2025 Q1	$4.84M	Buy	111,524 +12,774	+13%	+$540K	1.05%	20
2024 Q4	$3.98M	Buy	98,750 +9,644	+11%	+$405K	0.87%	21
2024 Q3	$3.74M	Buy	89,106 +9,041	+11%	+$365K	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%	+$173K	0.67%	25
2023 Q4	$2.49M	Buy	69,396 +4,540	+7%	+$154K	0.6%	25
2023 Q3	$2.17M	Sell	64,856 -9,643	-13%	-$334K	0.57%	28
2023 Q2	$2.53M	Sell	74,499 -978	-1%	-$33.9K	0.64%	27
2023 Q1	$2.68M	Sell	75,477 -117	-0.2%	-$4.28K	0.7%	26
2022 Q4	$2.76M	Sell	75,594 -227	-0.3%	-$8.18K	0.75%	22
2022 Q3	$2.44M	Sell	75,821 -849	-1%	-$30.3K	0.75%	26
2022 Q2	$2.7M	Sell	76,670 -2,262	-3%	-$84.7K	0.81%	23
2022 Q1	$2.96M	Sell	78,932 -236	-0.3%	-$8.6K	0.83%	26
2021 Q4	$2.81M	Buy	79,168 +12,710	+19%	+$433K	0.85%	27
2021 Q3	$2.18M	Buy	66,458 +9,468	+17%	+$317K	0.73%	31
2021 Q2	$1.89M	Buy	56,990 +12,011	+27%	+$408K	0.65%	34
2021 Q1	$1.47M	Buy	44,979 +14,482	+47%	+$449K	0.55%	32
2020 Q4	$902K	Buy	30,497 +19,217	+170%	+$543K	0.36%	82
2020 Q3	$294K	Buy	+11,280	New	+$299K	0.14%	215