Sterling Investment Management’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 | $252K | Hold |
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|
2025
Q2 | $243K | Hold |
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|
2025
Q1 | $252K | Hold |
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|
2024
Q4 | $234K | Hold |
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|
2024
Q3 | $243K | Hold |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $223K | Hold |
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|
2023
Q4 | $208K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $326K | Sell |
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|
2022
Q1 | $401K | Sell |
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|
2021
Q4 | $434K | Hold |
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|
2021
Q3 | $400K | Buy |
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|
2021
Q2 | $294K | Buy |
|