NorthRock Partners’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 | $316K | Hold |
7,554
| – | – | 0.01% | 517 |
|
|
2025
Q1 | $328K | Hold |
7,554
| – | – | 0.01% | 450 |
|
|
2024
Q4 | $304K | Hold |
7,554
| – | – | 0.01% | 463 |
|
|
2024
Q3 | $317K | Hold |
7,554
| – | – | 0.01% | 475 |
|
|
2024
Q2 | $287K | Hold |
7,554
| – | – | 0.01% | 486 |
|
|
2024
Q1 | $291K | Hold |
7,554
| – | – | 0.01% | 488 |
|
|
2023
Q4 | $271K | Buy |
+7,554
| New | +$271K | 0.01% | 478 |
|