Old Port 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 | $223K | Hold |
|
|||||
|
2025
Q2 | $215K | Sell |
|
|||||
|
2025
Q1 | $269K | Sell |
|
|||||
|
2024
Q4 | $261K | Sell |
|
|||||
|
2024
Q3 | $282K | Hold |
|
|||||
|
2024
Q2 | $255K | Hold |
|
|||||
|
2024
Q1 | $258K | Sell |
|
|||||
|
2023
Q4 | $296K | Hold |
|
|||||
|
2023
Q3 | $276K | Buy |
|
|||||
|
2023
Q1 | $297K | Hold |
|
|||||
|
2022
Q4 | $301K | Hold |
|
|||||
|
2022
Q3 | $284K | Sell |
|
|||||
|
2022
Q2 | $320K | Hold |
|
|||||
|
2022
Q1 | $344K | Sell |
|
|||||
|
2021
Q4 | $337K | Sell |
|
|||||
|
2021
Q3 | $314K | Hold |
|
|||||
|
2021
Q2 | $313K | Hold |
|
|||||
|
2021
Q1 | $308K | Sell |
|
|||||
|
2020
Q4 | $287K | Hold |
|
|||||
|
2020
Q3 | $256K | Hold |
|
|||||
|
2020
Q2 | $249K | Hold |
|
|||||
|
2020
Q1 | $219K | Buy |
|