Sunbelt Securities’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 | $420K | Sell |
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|
2025
Q1 | $498K | Buy |
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|
2024
Q4 | $416K | Sell |
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|
2024
Q3 | $451K | Sell |
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|
2024
Q2 | $464K | Buy |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $393K | Sell |
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|
2023
Q3 | $381K | Sell |
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $511K | Hold |
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|
2022
Q4 | $531K | Buy |
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|
2022
Q3 | $392K | Buy |
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|
2022
Q2 | $429K | Sell |
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|
2022
Q1 | $503K | Sell |
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|
2021
Q4 | $775K | Sell |
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|
2021
Q3 | $733K | Hold |
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|
2021
Q2 | $733K | Buy |
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|
2021
Q1 | $723K | Sell |
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|
2020
Q4 | $659K | Buy |
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|
2020
Q3 | $349K | Buy |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $699K | Buy |
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|
2019
Q3 | $439K | Buy |
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