Sykon Capital’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 | – | Sell |
-6,922
| Closed | -$301K | – | 87 |
|
|
2025
Q1 | $301K | Buy |
+6,922
| New | +$301K | 0.11% | 51 |
|
|
2024
Q4 | – | Sell |
-9,916
| Closed | -$416K | – | 69 |
|
|
2024
Q3 | $416K | Buy |
9,916
+334
| +3% | +$14K | 0.15% | 68 |
|
|
2024
Q2 | $363K | Sell |
9,582
-415
| -4% | -$15.7K | 0.14% | 65 |
|
|
2024
Q1 | $385K | Buy |
9,997
+1,280
| +15% | +$49.3K | 0.14% | 73 |
|
|
2023
Q4 | $313K | Buy |
+8,717
| New | +$313K | 0.12% | 64 |
|