Level Four Advisory Services’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 | $491K | Buy |
|
|||||
|
2025
Q2 | $446K | Sell |
|
|||||
|
2025
Q1 | $521K | Sell |
|
|||||
|
2024
Q4 | $721K | Sell |
|
|||||
|
2024
Q3 | $769K | Buy |
|
|||||
|
2024
Q2 | $589K | Sell |
|
|||||
|
2024
Q1 | $867K | Hold |
|
|||||
|
2023
Q4 | $867K | Sell |
|
|||||
|
2023
Q3 | $983K | Buy |
|
|||||
|
2023
Q2 | $989K | Buy |
|
|||||
|
2023
Q1 | $792K | Buy |
|
|||||
|
2022
Q4 | $406K | Buy |
|
|||||
|
2022
Q3 | $271K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $1.68M | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $222K | Sell |
|
|||||
|
2017
Q2 | $308K | Hold |
|
|||||
|
2017
Q1 | $308K | Buy |
|