Core Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Core Wealth Partners’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$237K	Buy
2023 Q4	$206K	Buy