LPL Financial’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 | $496M | Buy |
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|
2025
Q1 | $467M | Buy |
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|
2024
Q4 | $367M | Buy |
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|
2024
Q3 | $355M | Buy |
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|
2024
Q2 | $299M | Sell |
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|
2024
Q1 | $318M | Sell |
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|
2023
Q4 | $312M | Sell |
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|
2023
Q3 | $307M | Sell |
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|
2023
Q2 | $347M | Sell |
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|
2023
Q1 | $375M | Buy |
|
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|
2022
Q4 | $289M | Buy |
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|
2022
Q3 | $148M | Buy |
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|
2022
Q2 | $118M | Buy |
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|
2022
Q1 | $86.4M | Buy |
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|
2021
Q4 | $64.9M | Buy |
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|
2021
Q3 | $56.1M | Buy |
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|
2021
Q2 | $54.8M | Buy |
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|
2021
Q1 | $50.8M | Buy |
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|
2020
Q4 | $38.1M | Sell |
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|
2020
Q3 | $34.2M | Sell |
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|
2020
Q2 | $37.2M | Buy |
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|
2020
Q1 | $30.8M | Sell |
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|
2019
Q4 | $48.5M | Buy |
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|
2019
Q3 | $43.3M | Sell |
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|
2019
Q2 | $47.6M | Buy |
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|
2019
Q1 | $45.9M | Buy |
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|
2018
Q4 | $39.8M | Buy |
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|
2018
Q3 | $38.8M | Buy |
|
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|
2018
Q2 | $35.9M | Sell |
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|
2018
Q1 | $44.6M | Buy |
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|
2017
Q4 | $45M | Buy |
|
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|
2017
Q3 | $35.5M | Sell |
|
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|
2017
Q2 | $39.7M | Sell |
|
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|
2017
Q1 | $48.2M | Sell |
|
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|
2016
Q4 | $49.8M | Buy |
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|
2016
Q3 | $41.6M | Buy |
|
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|
2016
Q2 | $41.2M | Sell |
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|
2016
Q1 | $65.6M | Buy |
|
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|
2015
Q4 | $37.3M | Buy |
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|
2015
Q3 | $17.4M | Sell |
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|
2015
Q2 | $18.4M | Sell |
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|
2015
Q1 | $19.7M | Buy |
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|
2014
Q4 | $20.3M | Buy |
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|
2014
Q3 | $12.5M | Sell |
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|
2014
Q2 | $15M | Buy |
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|
2014
Q1 | $12.8M | Sell |
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|
2013
Q4 | $13.1M | Buy |
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|
2013
Q3 | $12.4M | Sell |
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|
2013
Q2 | $12.9M | Buy |
|