Mercer Global Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
10,354
-2,827
| -21% | -$118K | ﹤0.01% | 1608 |
|
|
2025
Q1 | $573K | Buy |
13,181
+4,037
| +44% | +$175K | ﹤0.01% | 1395 |
|
|
2024
Q4 | $368K | Sell |
9,144
-4,263
| -32% | -$172K | ﹤0.01% | 1625 |
|
|
2024
Q3 | $560K | Buy |
13,407
+1,092
| +9% | +$45.6K | ﹤0.01% | 1280 |
|
|
2024
Q2 | $467K | Buy |
12,315
+70
| +0.6% | +$2.66K | ﹤0.01% | 1340 |
|
|
2024
Q1 | $471K | Sell |
12,245
-191
| -2% | -$7.35K | ﹤0.01% | 1316 |
|
|
2023
Q4 | $446K | Sell |
12,436
-3,879
| -24% | -$139K | ﹤0.01% | 1388 |
|
|
2023
Q3 | $546K | Sell |
16,315
-32,171
| -66% | -$1.08M | ﹤0.01% | 1201 |
|
|
2023
Q2 | $1.65M | Sell |
48,486
-4,716
| -9% | -$160K | 0.01% | 788 |
|
|
2023
Q1 | $1.89M | Sell |
53,202
-94,514
| -64% | -$3.36M | 0.01% | 695 |
|
|
2022
Q4 | $5.4M | Buy |
+147,716
| New | +$5.4M | 0.03% | 404 |
|
|
2021
Q1 | – | Sell |
-8,287
| Closed | -$245K | – | 1632 |
|
|
2020
Q4 | $245K | Hold |
8,287
| – | – | ﹤0.01% | 1152 |
|
|
2020
Q3 | $216K | Buy |
+8,287
| New | +$216K | ﹤0.01% | 1088 |
|