Synovus Financial’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 | $500K | Buy |
11,938
+328
| +3% | +$13.7K | 0.01% | 664 |
|
2025
Q1 | $504K | Buy |
11,610
+471
| +4% | +$20.5K | 0.01% | 657 |
|
2024
Q4 | $449K | Buy |
11,139
+910
| +9% | +$36.6K | 0.01% | 667 |
|
2024
Q3 | $429K | Sell |
10,229
-225
| -2% | -$9.44K | 0.01% | 717 |
|
2024
Q2 | $397K | Buy |
10,454
+3,856
| +58% | +$146K | 0.01% | 671 |
|
2024
Q1 | $254K | Buy |
6,598
+23
| +0.3% | +$885 | ﹤0.01% | 772 |
|
2023
Q4 | $236K | Buy |
6,575
+68
| +1% | +$2.44K | ﹤0.01% | 768 |
|
2023
Q3 | $218K | Sell |
6,507
-380
| -6% | -$12.7K | ﹤0.01% | 782 |
|
2023
Q2 | $234K | Buy |
6,887
+666
| +11% | +$22.6K | ﹤0.01% | 779 |
|
2023
Q1 | $221K | Sell |
6,221
-98
| -2% | -$3.48K | ﹤0.01% | 775 |
|
2022
Q4 | $231K | Buy |
+6,319
| New | +$231K | ﹤0.01% | 780 |
|
2021
Q4 | – | Sell |
-6,548
| Closed | -$215K | – | 866 |
|
2021
Q3 | $215K | Sell |
6,548
-696
| -10% | -$22.9K | ﹤0.01% | 797 |
|
2021
Q2 | $241K | Buy |
+7,244
| New | +$241K | ﹤0.01% | 765 |
|
2020
Q3 | – | Sell |
-8
| Closed | – | – | 927 |
|
2020
Q2 | $0 | Sell |
8
-6,423
| -100% | – | ﹤0.01% | 1738 |
|
2020
Q1 | $143K | Buy |
+6,431
| New | +$143K | ﹤0.01% | 833 |
|