SAM
FDL icon

Synergy Asset Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Synergy Asset Management’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,100
Closed -$46.1K – 319
2024
Q4 		$46.1K Buy
+1,100
New +$46.1K ﹤0.01% 282