Mutual Advisors’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 | $299K | Buy |
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|
2025
Q2 | $269K | Buy |
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|
2025
Q1 | $249K | Sell |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $279K | Buy |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $677K | Buy |
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|
2023
Q1 | $599K | Buy |
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|
2022
Q4 | $295K | Buy |
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|
2022
Q3 | $252K | Buy |
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