Regal Investment Advisors’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 | $468K | Hold |
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|
2025
Q1 | $485K | Hold |
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|
2024
Q4 | $450K | Sell |
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|
2024
Q3 | $530K | Hold |
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|
2024
Q2 | $479K | Sell |
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|
2024
Q1 | $505K | Buy |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $505K | Sell |
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|
2023
Q2 | $529K | Buy |
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|
2023
Q1 | $514K | Buy |
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|
2022
Q4 | $518K | Sell |
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|
2022
Q3 | $492K | Buy |
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|
2022
Q2 | $536K | Buy |
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|
2022
Q1 | $529K | Hold |
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|
2021
Q4 | $502K | Hold |
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|
2021
Q3 | $463K | Sell |
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|
2021
Q2 | $475K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $427K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $388K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $498K | Buy |
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|
2019
Q3 | $466K | Sell |
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|
2019
Q2 | $471K | Buy |
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|
2019
Q1 | $414K | Sell |
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|
2018
Q4 | $415K | Buy |
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|
2018
Q3 | $373K | Sell |
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|
2018
Q2 | $458K | Hold |
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|
2018
Q1 | $452K | Sell |
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|
2017
Q4 | $600K | Sell |
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|
2017
Q3 | $592K | Sell |
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|
2017
Q2 | $595K | Buy |
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|
2017
Q1 | $602K | Sell |
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|
2016
Q4 | $604K | Sell |
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|
2016
Q3 | $631K | Hold |
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|
2016
Q2 | $621K | Sell |
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|
2016
Q1 | $607K | Hold |
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|
2015
Q4 | $560K | Hold |
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|
2015
Q3 | $523K | Sell |
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|
2015
Q2 | $562K | Sell |
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|
2015
Q1 | $578K | Sell |
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|
2014
Q4 | $602K | Sell |
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|
2014
Q3 | $641K | Sell |
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|
2014
Q2 | $653K | Buy |
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|
2014
Q1 | $588K | Buy |
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|
2013
Q4 | $7K | Sell |
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|
2013
Q3 | $538K | Sell |
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|
2013
Q2 | $597K | Buy |
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