Sowell Financial Services’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 | $8.44M | Buy |
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|
2025
Q2 | $230K | Buy |
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|
2025
Q1 | $237K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $391K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $93K | Buy |
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|
2020
Q4 | $79K | Buy |
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|
2020
Q3 | $4K | Buy |
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|
2020
Q2 | $4K | Sell |
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|
2020
Q1 | $82K | Buy |
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|
2019
Q4 | $118K | Buy |
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|
2019
Q3 | $111K | Buy |
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