Principal Securities’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 | $1.65M | Buy |
39,345
+3,621
| +10% | +$152K | 0.03% | 469 |
|
|
2025
Q1 | $1.44M | Hold |
35,724
| – | – | 0.03% | 442 |
|
|
2024
Q4 | $1.44M | Buy |
35,724
+84
| +0.2% | +$3.38K | 0.03% | 441 |
|
|
2024
Q3 | $1.5M | Sell |
35,640
-3,072
| -8% | -$129K | 0.04% | 429 |
|
|
2024
Q2 | $1.47M | Sell |
38,712
-5,618
| -13% | -$213K | 0.04% | 380 |
|
|
2024
Q1 | $1.71M | Sell |
44,330
-33,736
| -43% | -$1.3M | 0.05% | 312 |
|
|
2023
Q4 | $2.8M | Buy |
+78,066
| New | +$2.8M | 0.1% | 187 |
|