Teamwork Financial 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 | $2.13M | Buy |
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|
2025
Q2 | $2.04M | Buy |
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|
2025
Q1 | $2.07M | Sell |
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|
2024
Q4 | $1.98M | Sell |
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|
2024
Q3 | $2.56M | Sell |
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|
2024
Q2 | $2.76M | Sell |
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|
2024
Q1 | $2.97M | Sell |
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|
2023
Q4 | $3.41M | Sell |
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|
2023
Q3 | $3.77M | Sell |
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|
2023
Q2 | $9.16M | Sell |
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|
2023
Q1 | $11.2M | Sell |
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|
2022
Q4 | $21.3M | Buy |
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|
2022
Q3 | $17.2M | Buy |
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|
2022
Q2 | $12.7M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $225K | Sell |
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|
2021
Q3 | $227K | Sell |
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|
2021
Q2 | $231K | Sell |
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|
2021
Q1 | $287K | Sell |
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|
2020
Q4 | $262K | Sell |
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|
2020
Q3 | $280K | Sell |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $328K | Sell |
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|
2019
Q4 | $540K | Buy |
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