CFS Investment Advisory Services’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	$3.6M	Buy	86,059 +3,354	+4%	+$140K	0.29%	72
2025 Q1	$3.59M	Sell	82,705 -433	-0.5%	-$18.8K	0.32%	70
2024 Q4	$3.35M	Sell	83,138 -1,789	-2%	-$72K	0.3%	69
2024 Q3	$3.56M	Buy	+84,927	New	+$3.56M	0.3%	64