Capital & Planning LLC’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
2025 Q1	–	Sell	-286	Closed	-$11.5K	–	83
2024 Q4	$11.5K	Buy	+286	New	+$11.5K	0.01%	89