Triumph Capital Management’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
$2M Sell
47,799
-9,732
-17% -$407K 0.6% 33
2025
Q1
$2.5M Buy
57,531
+32,531
+130% +$1.41M 0.83% 26
2024
Q4
$1.01M Buy
+25,000
New +$1.01M 0.34% 63