Entruity Wealth’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	$1.35M	Buy	32,154 +4,253	+15%	+$178K	1.14%	23
2025 Q1	$1.21M	Sell	27,901 -263	-0.9%	-$11.4K	1.14%	26
2024 Q4	$1.13M	Buy	+28,164	New	+$1.13M	1.12%	23