L.M. Kohn & Company’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
Q3 | $272K | Hold |
|
|||||
|
2025
Q2 | $263K | Hold |
|
|||||
|
2025
Q1 | $273K | Hold |
|
|||||
|
2024
Q4 | $253K | Sell |
|
|||||
|
2024
Q3 | $305K | Sell |
|
|||||
|
2024
Q2 | $618K | Sell |
|
|||||
|
2024
Q1 | $685K | Hold |
|
|||||
|
2023
Q4 | $639K | Buy |
|
|||||
|
2023
Q3 | $589K | Hold |
|
|||||
|
2023
Q2 | $599K | Buy |
|
|||||
|
2023
Q1 | $516K | Hold |
|
|||||
|
2022
Q4 | $532K | Hold |
|
|||||
|
2022
Q3 | $468K | Hold |
|
|||||
|
2022
Q2 | $513K | Sell |
|
|||||
|
2022
Q1 | $583K | Buy |
|