Summit Financial Wealth Advisors’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 | $10.1M | Sell |
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|
2025
Q2 | $9.64M | Buy |
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|
2025
Q1 | $9.63M | Sell |
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|
2024
Q4 | $9.25M | Buy |
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|
2024
Q3 | $8.73M | Buy |
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|
2024
Q2 | $7.75M | Sell |
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|
2024
Q1 | $8.11M | Sell |
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|
2023
Q4 | $25.8M | Sell |
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|
2023
Q3 | $24.9M | Sell |
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|
2023
Q2 | $28M | Sell |
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|
2023
Q1 | $29.5M | Buy |
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|
2022
Q4 | $15.3M | Buy |
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|
2022
Q3 | $14.2M | Buy |
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|
2022
Q2 | $6.54M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $29K | Buy |
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