OneDigital Investment 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 | $2.05M | Sell |
|
|||||
|
2025
Q2 | $2.01M | Sell |
|
|||||
|
2025
Q1 | $2.09M | Buy |
|
|||||
|
2024
Q4 | $1.46M | Sell |
|
|||||
|
2024
Q3 | $1.53M | Buy |
|
|||||
|
2024
Q2 | $1.38M | Sell |
|
|||||
|
2024
Q1 | $2.81M | Buy |
|
|||||
|
2023
Q4 | $2.39M | Sell |
|
|||||
|
2023
Q3 | $2.83M | Buy |
|
|||||
|
2023
Q2 | $2.27M | Buy |
|
|||||
|
2023
Q1 | $2.19M | Buy |
|
|||||
|
2022
Q4 | $1.88M | Sell |
|
|||||
|
2022
Q3 | $1.74M | Buy |
|
|||||
|
2022
Q2 | $1.8M | Buy |
|
|||||
|
2022
Q1 | $1.32M | Buy |
|
|||||
|
2021
Q4 | $968K | Sell |
|
|||||
|
2021
Q3 | $977K | Buy |
|
|||||
|
2021
Q2 | $989K | Sell |
|
|||||
|
2021
Q1 | $1.02M | Buy |
|
|||||
|
2020
Q4 | $918K | Buy |
|
|||||
|
2020
Q3 | $803K | Buy |
|
|||||
|
2020
Q2 | $772K | Buy |
|
|||||
|
2020
Q1 | $630K | Buy |
|
|||||
|
2019
Q4 | $804K | Buy |
|
|||||
|
2019
Q3 | $766K | Buy |
|
|||||
|
2019
Q2 | $21K | Buy |
|
|||||
|
2019
Q1 | $21K | Buy |
|