KPP Advisory Services’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 | $825K | Buy |
19,694
+346
| +2% | +$14.5K | 0.14% | 140 |
|
|
2025
Q1 | $840K | Sell |
19,348
-389
| -2% | -$16.9K | 0.16% | 125 |
|
|
2024
Q4 | $795K | Buy |
19,737
+6
| +0% | +$242 | 0.19% | 106 |
|
|
2024
Q3 | $828K | Sell |
19,731
-190
| -1% | -$7.97K | 0.2% | 103 |
|
|
2024
Q2 | $756K | Sell |
19,921
-398
| -2% | -$15.1K | 0.2% | 100 |
|
|
2024
Q1 | $782K | Buy |
20,319
+10,534
| +108% | +$405K | 0.21% | 91 |
|
|
2023
Q4 | $351K | Sell |
9,785
-19,740
| -67% | -$708K | 0.31% | 82 |
|
|
2023
Q3 | $987K | Buy |
+29,525
| New | +$987K | 0.33% | 65 |
|