Kestra Private Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Sell |
|
|||||
|
2025
Q1 | $4.93M | Buy |
|
|||||
|
2024
Q4 | $4.29M | Sell |
|
|||||
|
2024
Q3 | $4.52M | Buy |
|
|||||
|
2024
Q2 | $3.89M | Buy |
|
|||||
|
2024
Q1 | $3.74M | Sell |
|
|||||
|
2023
Q4 | $3.58M | Buy |
|
|||||
|
2023
Q3 | $2.38M | Sell |
|
|||||
|
2023
Q2 | $5.89M | Sell |
|
|||||
|
2023
Q1 | $10.3M | Buy |
|
|||||
|
2022
Q4 | $9.37M | Buy |
|
|||||
|
2022
Q3 | $1.61M | Buy |
|
|||||
|
2022
Q2 | $1.11M | Sell |
|
|||||
|
2022
Q1 | $1.23M | Sell |
|
|||||
|
2021
Q4 | $1.18M | Buy |
|
|||||
|
2021
Q3 | $1.08M | Sell |
|
|||||
|
2021
Q2 | $1.13M | Buy |
|
|||||
|
2021
Q1 | $1.09M | Buy |
|
|||||
|
2020
Q4 | $960K | Sell |
|
|||||
|
2020
Q3 | $870K | Buy |
|