AWM
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Axxcess Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Axxcess Wealth Management’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,311
Closed -$254K – 879
2024
Q4 		$254K Sell
6,311
-57
-0.9% -$2.3K 0.01% 722
2024
Q3 		$267K Sell
6,368
-1,161
-15% -$48.7K 0.01% 725
2024
Q2 		$286K Buy
+7,529
New +$286K 0.01% 663