World Investment Advisors’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
$1.11M Buy
26,469
+1,484
+6% +$62.1K 0.03% 500
2025
Q1
$1.09M Buy
24,985
+4,012
+19% +$174K 0.03% 480
2024
Q4
$844K Buy
20,973
+3,009
+17% +$121K 0.02% 519
2024
Q3
$754K Buy
+17,964
New +$754K 0.02% 484