Principle Wealth Partners’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
Q2 | $304K | Hold |
|
|||||
|
2025
Q1 | $315K | Hold |
|
|||||
|
2024
Q4 | $292K | Hold |
|
|||||
|
2024
Q3 | $305K | Sell |
|
|||||
|
2024
Q2 | $276K | Buy |
|
|||||
|
2024
Q1 | $279K | Hold |
|
|||||
|
2023
Q4 | $260K | Hold |
|
|||||
|
2023
Q3 | $243K | Hold |
|
|||||
|
2023
Q2 | $247K | Hold |
|
|||||
|
2023
Q1 | $258K | Hold |
|
|||||
|
2022
Q4 | $265K | Buy |
|