Cerity Partners
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Cerity Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Cerity Partners’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$200K Hold
4,787
– – ﹤0.01% 2359
2025
Q1 		$208K Buy
+4,787
New +$208K ﹤0.01% 2195
2024
Q4 		– Sell
-5,967
Closed -$250K – 2485
2024
Q3 		$250K Buy
+5,967
New +$250K ﹤0.01% 2187