KCFA
Key Client Fiduciary Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.57M | Buy |
180,856
+1,274
| +0.7% | +$53.3K | 3.06% | 5 |
|
|
2025
Q1 | $7.8M | Buy |
179,582
+4,747
| +3% | +$206K | 3.55% | 4 |
|
|
2024
Q4 | $7.04M | Sell |
174,835
-3,264
| -2% | -$131K | 3.1% | 5 |
|
|
2024
Q3 | $7.47M | Sell |
178,099
-3,467
| -2% | -$145K | 3.34% | 5 |
|
|
2024
Q2 | $6.89M | Sell |
181,566
-1,696
| -0.9% | -$64.3K | 3.42% | 5 |
|
|
2024
Q1 | $7.05M | Buy |
183,262
+409
| +0.2% | +$15.7K | 3.74% | 5 |
|
|
2023
Q4 | $6.56M | Sell |
182,853
-4,031
| -2% | -$145K | 3.81% | 5 |
|
|
2023
Q3 | $6.25M | Sell |
186,884
-1,881
| -1% | -$62.9K | 3.83% | 4 |
|
|
2023
Q2 | $6.42M | Sell |
188,765
-4,756
| -2% | -$162K | 3.74% | 4 |
|
|
2023
Q1 | $6.87M | Buy |
193,521
+11,305
| +6% | +$401K | 4.29% | 4 |
|
|
2022
Q4 | $6.66M | Buy |
182,216
+20,804
| +13% | +$761K | 4.5% | 2 |
|
|
2022
Q3 | $5.19M | Buy |
161,412
+1,094
| +0.7% | +$35.1K | 4.69% | 1 |
|
|
2022
Q2 | $5.65M | Buy |
160,318
+6,140
| +4% | +$216K | 5.5% | 1 |
|
|
2022
Q1 | $5.77M | Buy |
154,178
+23,326
| +18% | +$873K | 4.56% | 2 |
|
|
2021
Q4 | $4.65M | Buy |
+130,852
| New | +$4.65M | 3.84% | 5 |
|