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Kennebec Savings Bank’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Kennebec Savings Bank’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-355
Closed -$14.9K – 251
2024
Q3 		$14.9K Buy
+355
New +$14.3K 0.01% 212

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Kennebec Savings Bank's FDL Position: Q4 2024 in Review

Kennebec Savings Bank sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q4 2024, closing a stake of 355 shares — an estimated $14.9K sold.

Kennebec Savings Bank first reported a position in FDL in Q3 2024 and held it in 1 quarter. The position peaked at $14.9K in Q3 2024. 405 funds tracked by Wall St. Rank hold FDL as of Q4 2024.

  • Kennebec Savings Bank reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q4 2024 after selling out during the quarter.
  • Kennebec Savings Bank sold 355 First Trust Morningstar Dividend Leaders Index Fund shares in Q4 2024, an estimated $14.9K.
  • Kennebec Savings Bank first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2024 and held it in 1 quarter.
  • Kennebec Savings Bank's First Trust Morningstar Dividend Leaders Index Fund position peaked at $14.9K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q4 2024.

Based on Kennebec Savings Bank's 13F filing for Q4 2024, filed 23 Jan 2025.