Moseley Investment 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
Q3 | $595K | Buy |
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|
2025
Q2 | $531K | Hold |
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|
2025
Q1 | $551K | Buy |
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|
2024
Q4 | $482K | Buy |
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|
2024
Q3 | $480K | Buy |
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|
2024
Q2 | $336K | Sell |
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|
2024
Q1 | $342K | Buy |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | $232K | Buy |
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