Linscomb Wealth’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Linscomb Wealth’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$892K	Hold
2025 Q2	$860K	Hold
2025 Q1	$892K	Hold
2024 Q4	$827K	Hold
2024 Q3	$862K	Hold
2024 Q2	$779K	Hold
2024 Q1	$790K	Hold
2023 Q4	$737K	Hold
2023 Q3	$687K	Hold
2023 Q2	$699K	Hold
2023 Q1	$729K	Hold
2022 Q4	$751K	Hold
2022 Q3	$660K	Hold
2022 Q2	$723K	Hold
2022 Q1	$769K	Hold
2021 Q4	$730K	Sell
2021 Q3	$728K	Hold
2021 Q2	$737K	Sell
2021 Q1	$855K	Sell
2020 Q4	$869K	Hold
2020 Q3	$765K	Hold
2020 Q2	$744K	Hold
2020 Q1	$655K	Sell
2019 Q4	$1.07M	Hold
2019 Q3	$1.02M	Hold
2019 Q2	$1.01M	Sell
2019 Q1	$994K	Hold
2018 Q4	$898K	Sell
2018 Q3	$999K	Sell
2018 Q2	$976K	Sell
2018 Q1	$999K	Hold
2017 Q4	$1.06M	Sell
2017 Q3	$1.11M	Sell
2017 Q2	$1.12M	Hold
2017 Q1	$1.15M	Hold
2016 Q4	$1.11M	Sell
2016 Q3	$1.11M	Sell
2016 Q2	$1.09M	Hold
2016 Q1	$1.04M	Buy
2015 Q4	$878K	Sell
2015 Q3	$855K	Hold
2015 Q2	$880K	Sell
2015 Q1	$985K	Sell
2014 Q4	$1.24M	Hold
2014 Q3	$1.21M	Sell
2014 Q2	$1.29M	Sell
2014 Q1	$1.3M	Sell
2013 Q4	$1.3M	Sell
2013 Q3	$1.39M	Buy
2013 Q2	$1.32M	Buy