Raymond James Financial’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
$177M Buy
4,226,227
+411,724
+11% +$17.2M 0.06% 296
2025
Q1
$166M Buy
3,814,503
+651,882
+21% +$28.3M 0.06% 287
2024
Q4
$127M Buy
+3,162,621
New +$127M 0.05% 359