Moseley Investment Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Hold |
12,681
| – | – | 0.18% | 90 |
|
|
2025
Q1 | $551K | Buy |
12,681
+698
| +6% | +$30.3K | 0.22% | 81 |
|
|
2024
Q4 | $482K | Buy |
11,983
+535
| +5% | +$21.5K | 0.19% | 90 |
|
|
2024
Q3 | $480K | Buy |
11,448
+2,578
| +29% | +$108K | 0.19% | 93 |
|
|
2024
Q2 | $336K | Sell |
8,870
-30
| -0.3% | -$1.14K | 0.16% | 106 |
|
|
2024
Q1 | $342K | Buy |
8,900
+637
| +8% | +$24.5K | 0.17% | 100 |
|
|
2023
Q4 | $296K | Buy |
8,263
+771
| +10% | +$27.7K | 0.16% | 112 |
|
|
2023
Q3 | $251K | Buy |
7,492
+91
| +1% | +$3.04K | 0.15% | 124 |
|
|
2023
Q2 | $252K | Buy |
7,401
+500
| +7% | +$17K | 0.15% | 125 |
|
|
2023
Q1 | $245K | Buy |
6,901
+550
| +9% | +$19.5K | 0.16% | 126 |
|
|
2022
Q4 | $232K | Buy |
+6,351
| New | +$232K | 0.17% | 125 |
|