Avidian Wealth Enterprises’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
2026 Q1	$2.71M	Sell	53,411 -2,779	-5%	-$136K	0.09%	146
2025 Q4	$2.49M	Buy	56,190 +3,676	+7%	+$160K	0.09%	118
2025 Q3	$2.28M	Hold	52,514	–	–	0.09%	125
2025 Q2	$2.2M	Buy	52,514 +1,219	+2%	+$50.3K	0.09%	120
2025 Q1	$2.23M	Buy	51,295 +92	+0.2%	+$3.89K	0.1%	112
2024 Q4	$2.06M	Buy	51,203 +129	+0.3%	+$5.41K	0.09%	115
2024 Q3	$2.14M	Sell	51,074 -1,557	-3%	-$62.8K	0.1%	110
2024 Q2	$2M	Sell	52,631 -3,008	-5%	-$114K	0.1%	115
2024 Q1	$2.14M	Buy	55,639 +1,492	+3%	+$54.6K	0.11%	107
2023 Q4	$1.94M	Buy	54,147 +2,987	+6%	+$101K	0.12%	110
2023 Q3	$1.71M	Buy	51,160 +846	+2%	+$29.3K	0.12%	109
2023 Q2	$1.71M	Buy	50,314 +3,858	+8%	+$134K	0.11%	123
2023 Q1	$1.65M	Sell	46,456 -8,685	-16%	-$318K	0.09%	151
2022 Q4	$2.02M	Buy	+55,141	New	+$1.99M	0.13%	122