Leelyn Smith’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
Q2
$6.47M Buy
2025
Q1
$6.59M Sell
2024
Q4
$6.25M Sell
2024
Q3
$6.54M Buy
2024
Q2
$5.83M Sell
2024
Q1
$5.99M Buy
2023
Q4
$5.58M Sell
2023
Q3
$5.54M Buy
2023
Q2
$5.57M Sell
2023
Q1
$6M Buy
2022
Q4
$5.96M Buy
2022
Q3
$4.85M Buy
2022
Q2
$5.19M Buy
2022
Q1
$5.29M Buy
2021
Q4
$4.84M Sell
2021
Q3
$4.5M Buy
2021
Q2
$4.51M Buy
2021
Q1
$4.3M Buy
2020
Q4
$3.64M Buy
2020
Q3
$3.07M Sell
2020
Q2
$3.03M Buy
2020
Q1
$2.65M Buy
2019
Q4
$3.3K Buy