Claris Financial’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	–	Sell	-5,970	Closed	-$240K	–	141
2025 Q1	$240K	Hold	5,970	–	–	0.16%	138
2024 Q4	$240K	Buy	+5,970	New	+$240K	0.16%	138