Basepoint Wealth LLC’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 | $678K | Buy |
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|
2025
Q1 | $684K | Buy |
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|
2024
Q4 | $630K | Buy |
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|
2024
Q3 | $650K | Sell |
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|
2024
Q2 | $609K | Hold |
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|
2024
Q1 | $618K | Buy |
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|
2023
Q4 | $576K | Buy |
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|
2023
Q3 | $536K | Buy |
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|
2023
Q2 | $545K | Buy |
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|
2023
Q1 | $569K | Buy |
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|
2022
Q4 | $586K | Buy |
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|
2022
Q3 | $515K | Buy |
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|
2022
Q2 | $564K | Buy |
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|
2022
Q1 | $599K | Buy |
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|
2021
Q4 | $569K | Buy |
|