RiverTree Advisors’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 | $2.39M | Buy |
+57,028
| New | +$2.39M | 1.6% | 25 |
|
|
2025
Q1 | – | Sell |
-79,078
| Closed | -$3.18M | – | 56 |
|
|
2024
Q4 | $3.18M | Buy |
79,078
+70,799
| +855% | +$2.85M | 2.09% | 16 |
|
|
2024
Q3 | $347K | Buy |
+8,279
| New | +$347K | 0.24% | 29 |
|
|
2023
Q2 | – | Sell |
-119,979
| Closed | -$4.26M | – | 31 |
|
|
2023
Q1 | $4.26M | Buy |
119,979
+10,328
| +9% | +$367K | 3.07% | 12 |
|
|
2022
Q4 | $4.01M | Sell |
109,651
-4,497
| -4% | -$164K | 3.29% | 13 |
|
|
2022
Q3 | $3.67M | Buy |
+114,148
| New | +$3.67M | 3% | 14 |
|