Independent Financial Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Independent Financial Group’s Portfolio FDL Stock Details FDL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.81M	Buy
2025 Q4	$2.33M	Sell
2025 Q3	$2.64M	Buy
2025 Q2	$2.29M	Buy