Copia Wealth Management’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	$13.3K	Hold	318	–	–	0.01%	269
2025 Q1	$13.8K	Hold	318	–	–	0.01%	249
2024 Q4	$12.8K	Buy	+318	New	+$12.8K	0.01%	238