Kovitz Investment Group Partners
FDL icon

Kovitz Investment Group Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-10,631
Closed -$461K – 740
2025
Q3 		$461K Buy
10,631
+13
+0.1% +$563 ﹤0.01% 1062
2025
Q2 		$445K Sell
10,618
-3,372
-24% -$139K ﹤0.01% 1016
2025
Q1 		$608K Sell
13,990
-240
-2% -$10.1K ﹤0.01% 862
2024
Q4 		$573K Buy
14,230
+724
+5% +$30.4K ﹤0.01% 856
2024
Q3 		$33.1K Buy
+13,506
New +$545K ﹤0.01% 1014

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