Catalyst Financial Partners’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 Q2	$209K	Sell	5,000 -2,159	-30%	-$90.4K	0.02%	288
2025 Q1	$311K	Hold	7,159	–	–	0.06%	212
2024 Q4	$288K	Hold	7,159	–	–	0.05%	214
2024 Q3	$300K	Hold	7,159	–	–	0.06%	201
2024 Q2	$272K	Buy	+7,159	New	+$272K	0.06%	201