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

Cyndeo 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
2025 Q3	$246K	Sell
2025 Q2	$247K	Sell
2025 Q1	$303K	Buy
2024 Q4	$279K	Buy
2024 Q3	$253K	Buy