North Star Investment Management’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 | $35.8K | Hold |
855
| – | – | ﹤0.01% | 703 |
|
|
2025
Q1 | $37.1K | Hold |
855
| – | – | ﹤0.01% | 667 |
|
|
2024
Q4 | $34.4K | Hold |
855
| – | – | ﹤0.01% | 684 |
|
|
2024
Q3 | $35.9K | Hold |
855
| – | – | ﹤0.01% | 649 |
|
|
2024
Q2 | $32.4K | Hold |
855
| – | – | ﹤0.01% | 653 |
|
|
2024
Q1 | $32.9K | Hold |
855
| – | – | ﹤0.01% | 668 |
|
|
2023
Q4 | $30.7K | Hold |
855
| – | – | ﹤0.01% | 666 |
|
|
2023
Q3 | $28.6K | Hold |
855
| – | – | ﹤0.01% | 680 |
|
|
2023
Q2 | $29.1K | Hold |
855
| – | – | ﹤0.01% | 688 |
|
|
2023
Q1 | $30.4K | Hold |
855
| – | – | ﹤0.01% | 692 |
|
|
2022
Q4 | $31.3K | Hold |
855
| – | – | ﹤0.01% | 677 |
|
|
2022
Q3 | $27K | Hold |
855
| – | – | ﹤0.01% | 641 |
|
|
2022
Q2 | $30K | Hold |
855
| – | – | ﹤0.01% | 646 |
|
|
2022
Q1 | $32K | Hold |
855
| – | – | ﹤0.01% | 668 |
|
|
2021
Q4 | $30K | Hold |
855
| – | – | ﹤0.01% | 712 |
|
|
2021
Q3 | $28K | Hold |
855
| – | – | ﹤0.01% | 692 |
|
|
2021
Q2 | $28K | Hold |
855
| – | – | ﹤0.01% | 691 |
|
|
2021
Q1 | $28K | Hold |
855
| – | – | ﹤0.01% | 652 |
|
|
2020
Q4 | $25K | Hold |
855
| – | – | ﹤0.01% | 651 |
|
|
2020
Q3 | $22K | Hold |
855
| – | – | ﹤0.01% | 645 |
|
|
2020
Q2 | $22K | Hold |
855
| – | – | ﹤0.01% | 619 |
|
|
2020
Q1 | $19K | Hold |
855
| – | – | ﹤0.01% | 640 |
|
|
2019
Q4 | $28K | Hold |
855
| – | – | ﹤0.01% | 665 |
|
|
2019
Q3 | $27K | Buy |
+855
| New | +$27K | ﹤0.01% | 662 |
|