Orion Portfolio Solutions’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
Q1 | $3.18M | Sell |
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|
2024
Q4 | $3.04M | Sell |
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|
2024
Q3 | $3.21M | Sell |
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|
2024
Q2 | $3.2M | Sell |
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|
2024
Q1 | $3.48M | Sell |
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|
2023
Q4 | $3.81M | Sell |
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|
2023
Q3 | $4.09M | Sell |
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|
2023
Q2 | $4.4M | Sell |
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|
2023
Q1 | $4.93M | Buy |
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|
2022
Q4 | $4.65M | Buy |
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|
2022
Q3 | $3.03M | Buy |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $257K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $321K | Sell |
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|
2020
Q3 | $289K | Buy |
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|
2020
Q2 | $270K | Buy |
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|
2020
Q1 | $237K | Buy |
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|
2019
Q4 | $17K | Buy |
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