Money Concepts Capital’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
$684K Buy
2025
Q2
$570K Buy
2025
Q1
$397K Buy
2024
Q4
$352K Buy
2024
Q3
$256K Sell
2024
Q2
$255K Sell
2024
Q1
$261K Buy
2023
Q4
$216K Sell
2023
Q3
$229K Buy
2023
Q2
Sell
2023
Q1
$210K Buy
2022
Q4
$839K Buy
2022
Q3
$106K Buy
2022
Q2
$69K Sell
2022
Q1
$724K Buy