Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $101K | Hold |
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|
2025
Q4 | $89.8K | Hold |
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|
2025
Q3 | $87.8K | Hold |
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|
2025
Q2 | $83.7K | Hold |
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|
2025
Q1 | $86.9K | Hold |
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|
2024
Q4 | $80.5K | Hold |
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|
2024
Q3 | $83.9K | Hold |
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|
2024
Q2 | $75.9K | Hold |
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|
2024
Q1 | $76.9K | Hold |
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|
2023
Q4 | $71.8K | Hold |
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|
2023
Q3 | $66.9K | Buy |
|