Cedar Brook 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
2024 Q2	–	Sell	-6,006	Closed	-$231K	–	139
2024 Q1	$231K	Buy	6,006 +19	+0.3%	+$731	0.05%	378
2023 Q4	$215K	Buy	+5,987	New	+$215K	0.05%	372
2023 Q3	–	Sell	-7,322	Closed	-$249K	–	389
2023 Q2	$249K	Buy	+7,322	New	+$249K	0.06%	327