Shepherd Kaplan Krochuk’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio FDL Stock Details FDL Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.78M	Buy
2022 Q1	–	Sell
2021 Q4	$6.66M	Buy
2021 Q3	$5.79M	Sell
2021 Q2	$6.05M	Buy
2021 Q1	$5.92M	Buy
2020 Q4	$5.32M	Sell
2020 Q3	$4.96M	Sell
2020 Q2	$5.26M	Buy