Accurate Wealth 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
2023 Q3	–	Sell	-10,929	Closed	-$375K	–	277
2023 Q2	$375K	Buy	+10,929	New	+$375K	0.12%	174
2023 Q1	–	Sell	-578	Closed	-$21.8K	–	652
2022 Q4	$21.8K	Buy	+578	New	+$21.8K	0.01%	659