Oldfather Financial Services’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 | $362K | Hold |
8,636
| – | – | 0.12% | 58 |
|
|
2025
Q1 | $375K | Hold |
8,636
| – | – | 0.14% | 56 |
|
|
2024
Q4 | $348K | Hold |
8,636
| – | – | 0.13% | 59 |
|
|
2024
Q3 | $362K | Hold |
8,636
| – | – | 0.14% | 55 |
|
|
2024
Q2 | $328K | Hold |
8,636
| – | – | 0.13% | 53 |
|
|
2024
Q1 | $332K | Hold |
8,636
| – | – | 0.14% | 53 |
|
|
2023
Q4 | $310K | Hold |
8,636
| – | – | 0.14% | 51 |
|
|
2023
Q3 | $289K | Hold |
8,636
| – | – | 0.15% | 52 |
|
|
2023
Q2 | $294K | Hold |
8,636
| – | – | 0.14% | 52 |
|
|
2023
Q1 | $307K | Hold |
8,636
| – | – | 0.16% | 51 |
|
|
2022
Q4 | $316K | Hold |
8,636
| – | – | 0.18% | 47 |
|
|
2022
Q3 | $277K | Sell |
8,636
-759
| -8% | -$24.3K | 0.17% | 49 |
|
|
2022
Q2 | $338K | Buy |
9,395
+759
| +9% | +$27.3K | 0.19% | 47 |
|
|
2022
Q1 | $326K | Hold |
8,636
| – | – | 0.18% | 50 |
|
|
2021
Q4 | $313K | Hold |
8,636
| – | – | 0.16% | 50 |
|
|
2021
Q3 | $296K | Buy |
+8,636
| New | +$296K | 0.15% | 53 |
|