Moloney Securities Asset Management’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 | $894K | Sell |
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|
2025
Q1 | $937K | Sell |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $1.68M | Buy |
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|
2022
Q4 | $1.7M | Buy |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $664K | Buy |
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|
2021
Q4 | $274K | Buy |
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|
2021
Q3 | $232K | Sell |
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|
2021
Q2 | $237K | Buy |
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|
2021
Q1 | $202K | Buy |
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