KMG Fiduciary Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

KMG Fiduciary Partners’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.21M	Buy	24,909 +102	+0.4%	+$5.09K	0.11%	116
2026 Q1	$1.26M	Sell	24,807 -99	-0.4%	-$4.84K	0.09%	156
2025 Q4	$1.1M	Buy	24,906 +384	+2%	+$16.7K	0.08%	157
2025 Q3	$1.06M	Sell	24,522 -251	-1%	-$10.9K	0.07%	183
2025 Q2	$1.04M	Buy	24,773 +483	+2%	+$19.9K	0.08%	179
2025 Q1	$1.06M	Sell	24,290 -127	-0.5%	-$5.37K	0.09%	176
2024 Q4	$983K	Buy	24,417 +335	+1%	+$14.1K	0.08%	178
2024 Q3	$1.01M	Buy	24,082 +4,057	+20%	+$164K	0.09%	170
2024 Q2	$760K	Sell	20,025 -149	-0.7%	-$5.65K	0.07%	166
2024 Q1	$776K	Sell	20,174 -451	-2%	-$16.5K	0.08%	158
2023 Q4	$740K	Sell	20,625 -121	-0.6%	-$4.1K	0.09%	160
2023 Q3	$694K	Sell	20,746 -935	-4%	-$32.4K	0.09%	155
2023 Q2	$737K	Sell	21,681 -4,893	-18%	-$170K	0.1%	156
2023 Q1	$943K	Sell	26,574 -1,918	-7%	-$70.2K	0.14%	143
2022 Q4	$1.04M	Sell	28,492 -1,163	-4%	-$41.9K	0.17%	119
2022 Q3	$953K	Sell	29,655 -18,201	-38%	-$650K	0.18%	105
2022 Q2	$1.69M	Sell	47,856 -5,177	-10%	-$194K	0.31%	82
2022 Q1	$1.99M	Sell	53,033 -5,862	-10%	-$214K	0.32%	81
2021 Q4	$2.09M	Sell	58,895 -3,679	-6%	-$125K	0.32%	78
2021 Q3	$2.05M	Sell	62,574 -9,952	-14%	-$334K	0.35%	68
2021 Q2	$2.41M	Sell	72,526 -616	-0.8%	-$20.9K	0.42%	51
2021 Q1	$2.39M	Sell	73,142 -3,855	-5%	-$120K	0.47%	51
2020 Q4	$2.27M	Sell	76,997 -4,974	-6%	-$141K	0.48%	48
2020 Q3	$2.14M	Sell	81,971 -15,036	-15%	-$398K	0.53%	46
2020 Q2	$2.46M	Sell	97,007 -15,921	-14%	-$396K	0.68%	43
2020 Q1	$2.52M	Sell	112,928 -39,968	-26%	-$1.15M	0.82%	38
2019 Q4	$4.98M	Buy	152,896 +3,014	+2%	+$95.9K	1.52%	23
2019 Q3	$4.65M	Buy	149,882 +4,551	+3%	+$139K	1.58%	22
2019 Q2	$4.45M	Buy	145,331 +3,325	+2%	+$100K	1.61%	21
2019 Q1	$4.28M	Buy	142,006 +5,962	+4%	+$173K	1.63%	21
2018 Q4	$3.71M	Buy	+136,044	New	+$3.95M	1.68%	22