Raleigh Capital Management’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 | $51.2K | Buy |
1,222
+11
| +0.9% | +$461 | 0.02% | 271 |
|
|
2025
Q1 | $52.6K | Buy |
1,211
+9
| +0.7% | +$391 | 0.02% | 270 |
|
|
2024
Q4 | $48.4K | Buy |
1,202
+12
| +1% | +$483 | 0.02% | 326 |
|
|
2024
Q3 | $49.9K | Sell |
1,190
-9
| -0.8% | -$378 | 0.02% | 317 |
|
|
2024
Q2 | $45.5K | Buy |
1,199
+13
| +1% | +$493 | 0.02% | 311 |
|
|
2024
Q1 | $45.7K | Sell |
1,186
-1,953
| -62% | -$75.2K | 0.02% | 309 |
|
|
2023
Q4 | $113K | Sell |
3,139
-54
| -2% | -$1.94K | 0.05% | 220 |
|
|
2023
Q3 | $107K | Buy |
3,193
+32
| +1% | +$1.07K | 0.05% | 205 |
|
|
2023
Q2 | $107K | Sell |
3,161
-366
| -10% | -$12.4K | 0.05% | 207 |
|
|
2023
Q1 | $125K | Buy |
3,527
+634
| +22% | +$22.5K | 0.06% | 209 |
|
|
2022
Q4 | $106K | Sell |
2,893
-13
| -0.4% | -$475 | 0.06% | 210 |
|
|
2022
Q3 | $93K | Buy |
2,906
+268
| +10% | +$8.58K | 0.05% | 213 |
|
|
2022
Q2 | $93K | Buy |
2,638
+452
| +21% | +$15.9K | 0.05% | 225 |
|
|
2022
Q1 | $82K | Buy |
+2,186
| New | +$82K | 0.04% | 230 |
|