Wealthspire Advisors (New York)’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 | $285K | Buy |
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|
2025
Q2 | $251K | Hold |
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|
2025
Q1 | $261K | Hold |
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|
2024
Q4 | $242K | Hold |
|
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|
2024
Q3 | $252K | Hold |
|
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|
2024
Q2 | $228K | Hold |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $215K | Hold |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $204K | Hold |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $211K | Hold |
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|
2022
Q1 | $225K | Buy |
|