Clearstead Advisors’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
2020 Q3	–	Sell	-646	Closed	-$16K	–	896
2020 Q2	$16K	Hold	646	–	–	﹤0.01%	548
2020 Q1	$14K	Buy	+646	New	+$14K	﹤0.01%	539