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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$247K Sell
5,904
-1,078
-15% -$45.1K 0.01% 424
2025
Q1 		$303K Buy
6,982
+56
+0.8% +$2.43K 0.02% 365
2024
Q4 		$279K Buy
6,926
+892
+15% +$35.9K 0.02% 375
2024
Q3 		$253K Buy
+6,034
New +$253K 0.02% 400