Atria Wealth Solutions’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 Q2	$6.73M	Sell	160,497 -35,648	-18%	-$1.47M	0.15%	149
2025 Q1	$8.52M	Buy	196,145 +98,712	+101%	+$4.17M	0.1%	213
2024 Q4	$3.93M	Buy	97,433 +15,888	+19%	+$667K	0.04%	420
2024 Q3	$3.42M	Sell	81,545 -7,300	-8%	-$295K	0.04%	450
2024 Q2	$3.37M	Sell	88,845 -17,774	-17%	-$674K	0.04%	447
2024 Q1	$4.1M	Sell	106,619 -23,826	-18%	-$872K	0.05%	396
2023 Q4	$4.68M	Sell	130,445 -63,505	-33%	-$2.15M	0.06%	333
2023 Q3	$6.49M	Sell	193,950 -26,602	-12%	-$922K	0.09%	231
2023 Q2	$7.5M	Sell	220,552 -64,096	-23%	-$2.22M	0.1%	195
2023 Q1	$10.1M	Buy	284,648 +28,610	+11%	+$1.05M	0.15%	146
2022 Q4	$9.36M	Buy	256,038 +113,483	+80%	+$4.09M	0.15%	147
2022 Q3	$4.58M	Buy	142,555 +27,348	+24%	+$977K	0.08%	245
2022 Q2	$4.06M	Buy	115,207 +85,532	+288%	+$3.2M	0.08%	267
2022 Q1	$1.11M	Buy	+29,675	New	+$1.08M	0.02%	690