Transcendent Capital Group’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
Q1
Sell
-2,200
Closed -$88.6K 189
2024
Q4
$88.6K Hold
2,200
0.05% 145
2024
Q3
$92.3K Hold
2,200
0.05% 156
2024
Q2
$83.4K Hold
2,200
0.05% 147
2024
Q1
$84.7K Hold
2,200
0.05% 148
2023
Q4
$78.9K Buy
+2,200
New +$78.9K 0.05% 117