OSAM
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O'Shaughnessy Asset Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

O'Shaughnessy Asset Management’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.27M Buy
30,438
+18,488
+155% +$774K 0.01% 958
2025
Q1 		$519K Buy
+11,950
New +$519K ﹤0.01% 1303