XML Financial’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 | $490K | Buy |
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|
2025
Q2 | $434K | Sell |
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|
2025
Q1 | $451K | Sell |
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|
2024
Q4 | $446K | Sell |
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|
2024
Q3 | $546K | Buy |
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|
2024
Q2 | $366K | Hold |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $348K | Buy |
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|
2023
Q3 | $270K | Sell |
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|
2023
Q2 | $754K | Sell |
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|
2023
Q1 | $900K | Buy |
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|
2022
Q4 | $756K | Buy |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $333K | Buy |
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