Cahill Financial Advisors’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
2021 Q4	–	Sell	-1,183	Closed	-$39K	–	414
2021 Q3	$39K	Buy	+1,183	New	+$39.7K	0.01%	370
2019 Q2	–	Sell	-14,194	Closed	-$429K	–	155
2019 Q1	$429K	Buy	14,194 +62	+0.4%	+$1.8K	0.18%	104
2018 Q4	$385K	Sell	14,132 -1,356	-9%	-$39.4K	0.19%	106
2018 Q3	$462K	Sell	15,488 -1,617	-9%	-$47.6K	0.2%	100
2018 Q2	$490K	Sell	17,105 -179	-1%	-$5.1K	0.23%	100
2018 Q1	$488K	Sell	17,284 -6	-0%	-$176	0.23%	100
2017 Q4	$521K	Sell	17,290 -671	-4%	-$19.7K	0.26%	94
2017 Q3	$522K	Buy	17,961 +358	+2%	+$10.2K	0.28%	85
2017 Q2	$496K	Buy	17,603 +1,044	+6%	+$29.8K	0.27%	87
2017 Q1	$478K	Buy	16,559 +54	+0.3%	+$1.54K	0.28%	84
2016 Q4	$459K	Buy	16,505 +6,099	+59%	+$165K	0.28%	84
2016 Q3	$284K	Sell	10,406 -965	-8%	-$26.4K	0.18%	102
2016 Q2	$306K	Buy	11,371 +3,405	+43%	+$88.2K	0.21%	95
2016 Q1	$205K	Buy	+7,966	New	+$193K	0.15%	109