Crux Wealth 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
2025
Q2
$287K Buy
6,846
+74
+1% +$3.1K 0.12% 142
2025
Q1
$294K Buy
+6,772
New +$294K 0.15% 140