Ballew Advisors’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 Q4	–	Sell	-6,946	Closed	-$226K	–	99
2023 Q3	$226K	Sell	6,946 -145	-2%	-$4.72K	0.19%	88
2023 Q2	$244K	Hold	7,091	–	–	0.18%	93
2023 Q1	$238K	Buy	+7,091	New	+$238K	0.17%	94