Compass Financial 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	$4.68M	Buy	111,721 +10,995	+11%	+$460K	2.27%	12
2025 Q1	$4.38M	Buy	100,726 +5,847	+6%	+$254K	2.3%	11
2024 Q4	$3.82M	Buy	+94,879	New	+$3.82M	2.16%	11