Key Financial Inc’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Hold |
283
| – | – | ﹤0.01% | 811 |
|
|
2025
Q1 | $12.3K | Hold |
283
| – | – | ﹤0.01% | 771 |
|
|
2024
Q4 | $11.4K | Hold |
283
| – | – | ﹤0.01% | 790 |
|
|
2024
Q3 | $11.9K | Hold |
283
| – | – | ﹤0.01% | 750 |
|
|
2024
Q2 | $10.7K | Sell |
283
-600
| -68% | -$22.8K | ﹤0.01% | 754 |
|
|
2024
Q1 | $34K | Buy |
883
+600
| +212% | +$23.1K | 0.01% | 500 |
|
|
2023
Q4 | $10.2K | Hold |
283
| – | – | ﹤0.01% | 730 |
|
|
2023
Q3 | $9.46K | Hold |
283
| – | – | ﹤0.01% | 726 |
|
|
2023
Q2 | $9.63K | Hold |
283
| – | – | ﹤0.01% | 741 |
|
|
2023
Q1 | $10K | Hold |
283
| – | – | ﹤0.01% | 679 |
|
|
2022
Q4 | $9.09K | Hold |
283
| – | – | ﹤0.01% | 646 |
|
|
2022
Q3 | $9K | Hold |
283
| – | – | ﹤0.01% | 650 |
|
|
2022
Q2 | $10K | Hold |
283
| – | – | 0.01% | 625 |
|
|
2022
Q1 | $11K | Hold |
283
| – | – | 0.01% | 609 |
|
|
2021
Q4 | $10K | Hold |
283
| – | – | 0.01% | 590 |
|
|
2021
Q3 | $9K | Hold |
283
| – | – | 0.01% | 598 |
|
|
2021
Q2 | $9K | Hold |
283
| – | – | 0.01% | 586 |
|
|
2021
Q1 | $9K | Hold |
283
| – | – | 0.01% | 499 |
|
|
2020
Q4 | $8K | Buy |
+283
| New | +$8K | 0.01% | 486 |
|
|
2020
Q2 | – | Sell |
-179
| Closed | -$4K | – | 270 |
|
|
2020
Q1 | $4K | Buy |
+179
| New | +$4K | ﹤0.01% | 525 |
|