SDH
Sloy Dahl & Holst’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
8,030
+120
| +2% | +$5.02K | 0.05% | 81 |
|
|
2025
Q1 | $344K | Buy |
7,910
+230
| +3% | +$9.99K | 0.06% | 71 |
|
|
2024
Q4 | $309K | Hold |
7,680
| – | – | 0.04% | 78 |
|
|
2024
Q3 | $322K | Hold |
7,680
| – | – | 0.06% | 72 |
|
|
2024
Q2 | $291K | Hold |
7,680
| – | – | 0.06% | 68 |
|
|
2024
Q1 | $296K | Hold |
7,680
| – | – | 0.07% | 65 |
|
|
2023
Q4 | $276K | Hold |
7,680
| – | – | 0.06% | 70 |
|
|
2023
Q3 | $257K | Hold |
7,680
| – | – | 0.06% | 68 |
|
|
2023
Q2 | $261K | Hold |
7,680
| – | – | 0.05% | 62 |
|
|
2023
Q1 | $273K | Buy |
7,680
+270
| +4% | +$9.59K | 0.06% | 58 |
|
|
2022
Q4 | $271K | Hold |
7,410
| – | – | 0.09% | 51 |
|
|
2022
Q3 | $238K | Hold |
7,410
| – | – | 0.05% | 69 |
|
|
2022
Q2 | $261K | Hold |
7,410
| – | – | 0.06% | 59 |
|
|
2022
Q1 | $277K | Sell |
7,410
-760
| -9% | -$28.4K | 0.05% | 58 |
|
|
2021
Q4 | $268K | Hold |
8,170
| – | – | 0.06% | 71 |
|
|
2021
Q3 | $268K | Buy |
8,170
+600
| +8% | +$19.7K | 0.06% | 71 |
|
|
2021
Q2 | $251K | Hold |
7,570
| – | – | 0.03% | 57 |
|
|
2021
Q1 | $248K | Buy |
+7,570
| New | +$248K | 0.04% | 55 |
|