Daymark Wealth Partners’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	$915K	Sell	21,846 -1,614	-7%	-$67.6K	0.03%	275
2025 Q1	$1.02M	Sell	23,460 -5,359	-19%	-$233K	0.04%	239
2024 Q4	$1.16M	Buy	28,819 +4,752	+20%	+$191K	0.05%	220
2024 Q3	$1.01M	Buy	24,067 +644	+3%	+$27K	0.04%	243
2024 Q2	$888K	Buy	+23,423	New	+$888K	0.04%	251