Principle Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
7,260
| – | – | 0.02% | 301 |
|
|
2025
Q1 | $315K | Hold |
7,260
| – | – | 0.02% | 282 |
|
|
2024
Q4 | $292K | Hold |
7,260
| – | – | 0.02% | 290 |
|
|
2024
Q3 | $305K | Sell |
7,260
-22
| -0.3% | -$923 | 0.02% | 280 |
|
|
2024
Q2 | $276K | Buy |
7,282
+22
| +0.3% | +$834 | 0.02% | 288 |
|
|
2024
Q1 | $279K | Hold |
7,260
| – | – | 0.02% | 293 |
|
|
2023
Q4 | $260K | Hold |
7,260
| – | – | 0.02% | 290 |
|
|
2023
Q3 | $243K | Hold |
7,260
| – | – | 0.02% | 288 |
|
|
2023
Q2 | $247K | Hold |
7,260
| – | – | 0.02% | 290 |
|
|
2023
Q1 | $258K | Hold |
7,260
| – | – | 0.03% | 276 |
|
|
2022
Q4 | $265K | Buy |
+7,260
| New | +$265K | 0.03% | 271 |
|