MTM 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 | $456K | Hold |
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|
2025
Q2 | $440K | Hold |
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|
2025
Q1 | $453K | Hold |
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|
2024
Q4 | $423K | Sell |
|
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|
2024
Q3 | $477K | Hold |
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|
2024
Q2 | $433K | Hold |
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|
2024
Q1 | $439K | Hold |
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|
2023
Q4 | $410K | Hold |
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|
2023
Q3 | $382K | Hold |
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|
2023
Q2 | $388K | Hold |
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|
2023
Q1 | $405K | Hold |
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|
2022
Q4 | $417K | Hold |
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|
2022
Q3 | $367K | Sell |
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|
2022
Q2 | $407K | Hold |
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|
2022
Q1 | $428K | Hold |
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|
2021
Q4 | $406K | Hold |
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|
2021
Q3 | $374K | Hold |
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|
2021
Q2 | $379K | Hold |
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|
2021
Q1 | $374K | Hold |
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|
2020
Q4 | $338K | Buy |
|