Vontobel Holding’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
$760K Sell
2025
Q2
$768K Buy
2025
Q1
$584K Buy
2024
Q4
Sell
2024
Q3
$1.27M Buy
2023
Q2
Sell
2023
Q1
$567K Sell
2022
Q4
$1.35M Buy