Balboa Wealth Partners’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 Q1	–	Sell	-12,554	Closed	-$459K	–	307
2022 Q4	$459K	Buy	+12,554	New	+$459K	0.21%	111