N.E.W. Advisory Services’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
$30.6K Sell
732
-2,547
-78% -$107K ﹤0.01% 386
2025
Q1
$142K Buy
+3,279
New +$142K 0.01% 239
2023
Q4
Sell
-38,237
Closed -$1.28M 165
2023
Q3
$1.28M Buy
+38,237
New +$1.28M 0.18% 61