Steward Partners Investment Advisory’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 | $7.6M | Sell |
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|
2025
Q1 | $9.35M | Buy |
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|
2024
Q4 | $8.3M | Sell |
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|
2024
Q3 | $9.62M | Sell |
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|
2024
Q2 | $8.82M | Buy |
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|
2024
Q1 | $8.93M | Sell |
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|
2023
Q4 | $8.6M | Sell |
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|
2023
Q3 | $22.5M | Sell |
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|
2023
Q2 | $24.7M | Buy |
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|
2023
Q1 | $25.5M | Buy |
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|
2022
Q4 | $23.5M | Buy |
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|
2022
Q3 | $4.87M | Buy |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $873K | Sell |
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|
2020
Q3 | $822K | Buy |
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|
2020
Q2 | $547K | Sell |
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|
2020
Q1 | $717K | Sell |
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|
2019
Q4 | $1.33M | Buy |
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|
2019
Q3 | $1.1M | Buy |
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|
2019
Q2 | $347K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $86K | Hold |
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|
2018
Q2 | $83K | Buy |
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|
2018
Q1 | $64K | Hold |
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|
2017
Q4 | $69K | Hold |
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|
2017
Q3 | $66K | Buy |
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