Keystone Financial Group (Kentucky)’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 | $589K | Sell |
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|
2025
Q1 | $616K | Sell |
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|
2024
Q4 | $615K | Sell |
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|
2024
Q3 | $641K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $592K | Sell |
|
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|
2023
Q4 | $553K | Sell |
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|
2023
Q3 | $518K | Buy |
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|
2023
Q2 | $526K | Buy |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $229K | Sell |
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|
2020
Q3 | $2.19M | Sell |
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|
2020
Q2 | $2.19M | Sell |
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|
2020
Q1 | $1.93M | Sell |
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|
2019
Q4 | $2.89M | Buy |
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|
2019
Q3 | $2.62M | Sell |
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|
2019
Q2 | $2.62M | Sell |
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|
2019
Q1 | $2.59M | Sell |
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|
2018
Q4 | $2.44M | Sell |
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|
2018
Q3 | $2.71M | Sell |
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|
2018
Q2 | $2.64M | Sell |
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|
2018
Q1 | $2.71M | Buy |
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