BOK Financial Private Wealth’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	$308K	Hold	6,055	–	–	0.02%	157
2025 Q4	$268K	Hold	6,055	–	–	0.02%	165
2025 Q3	$263K	Hold	6,055	–	–	0.02%	154
2025 Q2	$254K	Hold	6,055	–	–	0.02%	159
2025 Q1	$263K	Hold	6,055	–	–	0.02%	153
2024 Q4	$244K	Hold	6,055	–	–	0.02%	162
2024 Q3	$254K	Hold	6,055	–	–	0.02%	160
2024 Q2	$230K	Hold	6,055	–	–	0.02%	165
2024 Q1	$233K	Hold	6,055	–	–	0.02%	165
2023 Q4	$217K	Hold	6,055	–	–	0.02%	159
2023 Q3	$202K	Hold	6,055	–	–	0.02%	156
2023 Q2	$206K	Hold	6,055	–	–	0.02%	153
2023 Q1	$215K	Sell	6,055 -400	-6%	-$14.6K	0.02%	155
2022 Q4	$236K	Buy	6,455 +3,104	+93%	+$112K	0.02%	147
2022 Q3	$108K	Hold	3,351	–	–	0.01%	197
2022 Q2	$118K	Buy	+3,351	New	+$125K	0.01%	197