Key Client Fiduciary Advisors’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
Q3 | $7.89M | Buy |
|
|||||
|
2025
Q2 | $7.57M | Buy |
|
|||||
|
2025
Q1 | $7.8M | Buy |
|
|||||
|
2024
Q4 | $7.04M | Sell |
|
|||||
|
2024
Q3 | $7.47M | Sell |
|
|||||
|
2024
Q2 | $6.89M | Sell |
|
|||||
|
2024
Q1 | $7.05M | Buy |
|
|||||
|
2023
Q4 | $6.56M | Sell |
|
|||||
|
2023
Q3 | $6.25M | Sell |
|
|||||
|
2023
Q2 | $6.42M | Sell |
|
|||||
|
2023
Q1 | $6.87M | Buy |
|
|||||
|
2022
Q4 | $6.66M | Buy |
|
|||||
|
2022
Q3 | $5.19M | Buy |
|
|||||
|
2022
Q2 | $5.65M | Buy |
|
|||||
|
2022
Q1 | $5.77M | Buy |
|
|||||
|
2021
Q4 | $4.65M | Buy |
|