Sloy Dahl & Holst’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
Q3 | $349K | Hold |
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|
2025
Q2 | $336K | Buy |
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|
2025
Q1 | $344K | Buy |
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|
2024
Q4 | $309K | Hold |
|
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|
2024
Q3 | $322K | Hold |
|
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|
2024
Q2 | $291K | Hold |
|
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|
2024
Q1 | $296K | Hold |
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|
2023
Q4 | $276K | Hold |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $261K | Hold |
|
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|
2023
Q1 | $273K | Buy |
|
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|
2022
Q4 | $271K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $261K | Hold |
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|
2022
Q1 | $277K | Sell |
|
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|
2021
Q4 | $268K | Hold |
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|
2021
Q3 | $268K | Buy |
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|
2021
Q2 | $251K | Hold |
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|
2021
Q1 | $248K | Buy |
|