Retireful LLC’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 | – | Sell |
-81,067
| Closed | -$4.36M | – | 155 |
|
|
2025
Q1 | $4.36M | Buy |
+81,067
| New | +$4.36M | 4.12% | 3 |
|
|
2024
Q4 | – | Sell |
-116,131
| Closed | -$4.87M | – | 137 |
|
|
2024
Q3 | $4.87M | Buy |
+116,131
| New | +$4.87M | 3.61% | 9 |
|
|
2024
Q2 | – | Sell |
-144,458
| Closed | -$5.56M | – | 108 |
|
|
2024
Q1 | $5.56M | Buy |
+144,458
| New | +$5.56M | 2.31% | 5 |
|