Larson Financial Group’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 | $877K | Buy |
|
|||||
|
2025
Q2 | $843K | Sell |
|
|||||
|
2025
Q1 | $946K | Buy |
|
|||||
|
2024
Q4 | $802K | Buy |
|
|||||
|
2024
Q3 | $834K | Sell |
|
|||||
|
2024
Q2 | $795K | Buy |
|
|||||
|
2024
Q1 | $792K | Hold |
|
|||||
|
2023
Q4 | $739K | Buy |
|
|||||
|
2023
Q3 | $581K | Buy |
|
|||||
|
2023
Q2 | $453K | Buy |
|
|||||
|
2023
Q1 | $391K | Buy |
|
|||||
|
2022
Q4 | $232K | Buy |
|
|||||
|
2022
Q3 | $52K | Buy |
|