Zacks Investment Management’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
Q1 | – | Sell |
-4,989
| Closed | -$201K | – | 689 |
|
|
2024
Q4 | $201K | Buy |
4,989
+15
| +0.3% | +$604 | ﹤0.01% | 632 |
|
|
2024
Q3 | $209K | Sell |
4,974
-5,025
| -50% | -$211K | ﹤0.01% | 634 |
|
|
2024
Q2 | $379K | Buy |
9,999
+2,806
| +39% | +$106K | ﹤0.01% | 484 |
|
|
2024
Q1 | $277K | Buy |
7,193
+242
| +3% | +$9.31K | ﹤0.01% | 557 |
|
|
2023
Q4 | $249K | Sell |
6,951
-90
| -1% | -$3.23K | ﹤0.01% | 556 |
|
|
2023
Q3 | $235K | Sell |
7,041
-4,796
| -41% | -$160K | ﹤0.01% | 549 |
|
|
2023
Q2 | $403K | Buy |
11,837
+6,003
| +103% | +$204K | 0.01% | 487 |
|
|
2023
Q1 | $207K | Buy |
+5,834
| New | +$207K | ﹤0.01% | 584 |
|