NBT Bank’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 | $12.4K | Hold |
295
| – | – | ﹤0.01% | 640 |
|
|
2025
Q1 | $12.8K | Hold |
295
| – | – | ﹤0.01% | 634 |
|
|
2024
Q4 | $11.9K | Hold |
295
| – | – | ﹤0.01% | 644 |
|
|
2024
Q3 | $12.4K | Hold |
295
| – | – | ﹤0.01% | 667 |
|
|
2024
Q2 | $11.2K | Sell |
295
-105
| -26% | -$3.98K | ﹤0.01% | 469 |
|
|
2024
Q1 | $15.4K | Hold |
400
| – | – | ﹤0.01% | 455 |
|
|
2023
Q4 | $14.4K | Buy |
+400
| New | +$14.4K | ﹤0.01% | 450 |
|