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