Signature Estate & Investment 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
$800K Buy
19,118
+288
+2% +$12.1K 0.02% 269
2025
Q1
$818K Buy
18,830
+8,662
+85% +$376K 0.02% 251
2024
Q4
$409K Buy
10,168
+2,752
+37% +$111K 0.01% 367
2024
Q3
$311K Buy
7,416
+1,460
+25% +$61.2K 0.01% 395
2024
Q2
$226K Buy
+5,956
New +$226K 0.01% 462