Oldfather Financial Services’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 | $391K | Buy |
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|
2025
Q2 | $362K | Hold |
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|
2025
Q1 | $375K | Hold |
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|
2024
Q4 | $348K | Hold |
|
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|
2024
Q3 | $362K | Hold |
|
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $332K | Hold |
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|
2023
Q4 | $310K | Hold |
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|
2023
Q3 | $289K | Hold |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $307K | Hold |
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|
2022
Q4 | $316K | Hold |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $313K | Hold |
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|
2021
Q3 | $296K | Buy |
|