Whittier Trust’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 | $83.7K | Hold |
2,000
| – | – | ﹤0.01% | 839 |
|
|
2025
Q1 | $86.9K | Hold |
2,000
| – | – | ﹤0.01% | 806 |
|
|
2024
Q4 | $80.5K | Hold |
2,000
| – | – | ﹤0.01% | 839 |
|
|
2024
Q3 | $83.9K | Hold |
2,000
| – | – | ﹤0.01% | 832 |
|
|
2024
Q2 | $75.9K | Hold |
2,000
| – | – | ﹤0.01% | 835 |
|
|
2024
Q1 | $76.9K | Hold |
2,000
| – | – | ﹤0.01% | 845 |
|
|
2023
Q4 | $71.8K | Hold |
2,000
| – | – | ﹤0.01% | 841 |
|
|
2023
Q3 | $66.9K | Buy |
+2,000
| New | +$66.9K | ﹤0.01% | 852 |
|