StoneX Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
43,046
+30,723
| +249% | +$1.29M | 0.09% | 199 |
|
|
2025
Q1 | $535K | Sell |
12,323
-4,806
| -28% | -$209K | 0.03% | 453 |
|
|
2024
Q4 | $695K | Buy |
+17,129
| New | +$695K | 0.04% | 382 |
|
|
2023
Q1 | – | Sell |
-19,827
| Closed | -$725K | – | 522 |
|
|
2022
Q4 | $725K | Buy |
19,827
+9,082
| +85% | +$332K | 0.11% | 156 |
|
|
2022
Q3 | $345K | Buy |
+10,745
| New | +$345K | 0.06% | 197 |
|