ROI Financial 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 | $3.06M | Buy |
73,028
+701
| +1% | +$29.4K | 1.94% | 17 |
|
|
2025
Q1 | $3.14M | Sell |
72,327
-2,092
| -3% | -$90.9K | 2.28% | 16 |
|
|
2024
Q4 | $3M | Buy |
74,419
+773
| +1% | +$31.1K | 2.04% | 17 |
|
|
2024
Q3 | $3.09M | Buy |
73,646
+2,130
| +3% | +$89.4K | 2.13% | 17 |
|
|
2024
Q2 | $2.74M | Sell |
71,516
-194
| -0.3% | -$7.43K | 1.99% | 16 |
|
|
2024
Q1 | $2.76M | Sell |
71,710
-2,289
| -3% | -$88.1K | 2.17% | 16 |
|
|
2023
Q4 | $2.66M | Buy |
+73,999
| New | +$2.66M | 2.2% | 16 |
|