SignatureFD’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,700
| Closed | -$73.8K | – | 3323 |
|
|
2025
Q1 | $73.8K | Buy |
+1,700
| New | +$71.8K | ﹤0.01% | 1370 |
|
|
2024
Q2 | – | Sell |
-1,197
| Closed | -$46.1K | – | 3166 |
|
|
2024
Q1 | $46.1K | Hold |
1,197
| – | – | ﹤0.01% | 1599 |
|
|
2023
Q4 | $42.9K | Hold |
1,197
| – | – | ﹤0.01% | 1540 |
|
|
2023
Q3 | $40K | Sell |
1,197
-2,100
| -64% | -$72.8K | ﹤0.01% | 1504 |
|
|
2023
Q2 | $112K | Hold |
3,297
| – | – | ﹤0.01% | 1002 |
|
|
2023
Q1 | $117K | Buy |
3,297
+736
| +29% | +$26.9K | ﹤0.01% | 963 |
|
|
2022
Q4 | $93.6K | Buy |
2,561
+2,263
| +759% | +$81.6K | ﹤0.01% | 1040 |
|
|
2022
Q3 | $10K | Buy |
298
+96
| +48% | +$3.43K | ﹤0.01% | 2080 |
|
|
2022
Q2 | $7K | Hold |
202
| – | – | ﹤0.01% | 2293 |
|
|
2022
Q1 | $8K | Hold |
202
| – | – | ﹤0.01% | 2257 |
|
|
2021
Q4 | $7K | Hold |
202
| – | – | ﹤0.01% | 2261 |
|
|
2021
Q3 | $7K | Hold |
202
| – | – | ﹤0.01% | 2225 |
|
|
2021
Q2 | $7K | Hold |
202
| – | – | ﹤0.01% | 2137 |
|
|
2021
Q1 | $7K | Sell |
202
-122
| -38% | -$3.78K | ﹤0.01% | 2006 |
|
|
2020
Q4 | $10K | Buy |
324
+122
| +60% | +$3.45K | ﹤0.01% | 1695 |
|
|
2020
Q3 | $5K | Hold |
202
| – | – | ﹤0.01% | 1887 |
|
|
2020
Q2 | $5K | Sell |
202
-952
| -82% | -$23.7K | ﹤0.01% | 1797 |
|
|
2020
Q1 | $26K | Sell |
1,154
-1,550
| -57% | -$44.7K | ﹤0.01% | 1131 |
|
|
2019
Q4 | $88K | Buy |
2,704
+2,300
| +569% | +$73.2K | 0.01% | 751 |
|
|
2019
Q3 | $13K | Sell |
404
-3,743
| -90% | -$114K | ﹤0.01% | 1357 |
|
|
2019
Q2 | $127K | Buy |
4,147
+994
| +32% | +$30K | 0.01% | 538 |
|
|
2019
Q1 | $95K | Buy |
3,153
+21
| +0.7% | +$609 | 0.01% | 648 |
|
|
2018
Q4 | $85K | Buy |
3,132
+442
| +16% | +$12.8K | 0.01% | 644 |
|
|
2018
Q3 | $80K | Buy |
2,690
+2,286
| +566% | +$67.3K | 0.01% | 725 |
|
|
2018
Q2 | $12K | Hold |
404
| – | – | ﹤0.01% | 1330 |
|
|
2018
Q1 | $11K | Buy |
+404
| New | +$11.9K | ﹤0.01% | 1215 |
|
|
2016
Q4 | – | Sell |
-468
| Closed | -$13K | – | 565 |
|
|
2016
Q3 | $13K | Hold |
468
| – | – | ﹤0.01% | 941 |
|
|
2016
Q2 | $13K | Hold |
468
| – | – | ﹤0.01% | 843 |
|
|
2016
Q1 | $12K | Hold |
468
| – | – | ﹤0.01% | 794 |
|
|
2015
Q4 | $11K | Hold |
468
| – | – | ﹤0.01% | 709 |
|
|
2015
Q3 | $10K | Hold |
468
| – | – | ﹤0.01% | 675 |
|
|
2015
Q2 | $11K | Sell |
468
-1,450
| -76% | -$34.4K | ﹤0.01% | 594 |
|
|
2015
Q1 | $45K | Buy |
1,918
+1,019
| +113% | +$24.4K | 0.01% | 323 |
|
|
2014
Q4 | $22K | Buy |
+899
| New | +$21.4K | 0.01% | 399 |
|
Other funds holding FDL
SignatureFD's FDL Position: Q2 2025 in Review
SignatureFD sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q2 2025, closing a stake of 1,700 shares — an estimated $73.8K sold.
SignatureFD first reported a position in FDL in Q4 2014 and held it in 34 quarters. The position peaked at $127K in Q2 2019. 443 funds tracked by Wall St. Rank hold FDL as of Q2 2025.
- SignatureFD reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q2 2025 after selling out during the quarter.
- SignatureFD sold 1,700 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2025, an estimated $73.8K.
- SignatureFD first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2014 and held it in 34 quarters.
- SignatureFD's First Trust Morningstar Dividend Leaders Index Fund position peaked at $127K in Q2 2019.
- 443 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2025.
Based on SignatureFD's 13F filing for Q2 2025, filed 16 Jul 2025.