Stifel Financial’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 | $79.1M | Sell |
|
|||||
|
2025
Q2 | $86.1M | Buy |
|
|||||
|
2025
Q1 | $78.6M | Buy |
|
|||||
|
2024
Q4 | $47.8M | Buy |
|
|||||
|
2024
Q3 | $42.6M | Buy |
|
|||||
|
2024
Q2 | $38.5M | Sell |
|
|||||
|
2024
Q1 | $48.5M | Buy |
|
|||||
|
2023
Q4 | $45.1M | Sell |
|
|||||
|
2023
Q3 | $47.5M | Sell |
|
|||||
|
2023
Q2 | $50.4M | Sell |
|
|||||
|
2023
Q1 | $59.9M | Sell |
|
|||||
|
2022
Q4 | $66M | Buy |
|
|||||
|
2022
Q3 | $53.3M | Buy |
|
|||||
|
2022
Q2 | $53.3M | Buy |
|
|||||
|
2022
Q1 | $21.5M | Buy |
|
|||||
|
2021
Q4 | $18.9M | Buy |
|
|||||
|
2021
Q3 | $17M | Buy |
|
|||||
|
2021
Q2 | $16.8M | Buy |
|
|||||
|
2021
Q1 | $15.5M | Buy |
|
|||||
|
2020
Q4 | $14M | Buy |
|
|||||
|
2020
Q3 | $12.1M | Buy |
|
|||||
|
2020
Q2 | $5.75M | Buy |
|
|||||
|
2020
Q1 | $5M | Buy |
|
|||||
|
2019
Q4 | $6.87M | Buy |
|
|||||
|
2019
Q3 | $5.92M | Sell |
|
|||||
|
2019
Q2 | $7.18M | Buy |
|
|||||
|
2019
Q1 | $6.56M | Buy |
|
|||||
|
2018
Q4 | $1.16M | Buy |
|
|||||
|
2018
Q3 | $1.07M | Buy |
|
|||||
|
2018
Q2 | $936K | Sell |
|
|||||
|
2018
Q1 | $960K | Sell |
|
|||||
|
2017
Q4 | $1.09M | Buy |
|
|||||
|
2017
Q3 | $859K | Sell |
|
|||||
|
2017
Q2 | $938K | Buy |
|
|||||
|
2017
Q1 | $755K | Sell |
|
|||||
|
2016
Q4 | $1.58M | Sell |
|
|||||
|
2016
Q3 | $2.36M | Sell |
|
|||||
|
2016
Q2 | $2.4M | Sell |
|
|||||
|
2016
Q1 | $2.29M | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $4.33M | Sell |
|
|||||
|
2015
Q1 | $4.99M | Buy |
|
|||||
|
2014
Q4 | $3.62M | Buy |
|
|||||
|
2014
Q3 | $3.5M | Buy |
|
|||||
|
2014
Q2 | $3.44M | Buy |
|
|||||
|
2014
Q1 | $3.17M | Buy |
|