tru Independence’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 | $749K | Buy |
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|
2025
Q2 | $721K | Sell |
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|
2025
Q1 | $826K | Buy |
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|
2024
Q4 | $764K | Buy |
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|
2024
Q3 | $794K | Buy |
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|
2024
Q2 | $716K | Sell |
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|
2024
Q1 | $876K | Sell |
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|
2023
Q4 | $834K | Sell |
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|
2023
Q3 | $807K | Sell |
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|
2023
Q2 | $858K | Buy |
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|
2023
Q1 | $894K | Buy |
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|
2022
Q4 | $833K | Sell |
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|
2022
Q3 | $737K | Buy |
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|
2022
Q2 | $247K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $20 | Hold |
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|
2020
Q1 | $18 | Hold |
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|
2019
Q4 | $18K | Buy |
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