Financial Perspectives’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14K	Hold	275	–	–	﹤0.01%	499
2025 Q4	$12.2K	Hold	275	–	–	﹤0.01%	505
2025 Q3	$11.9K	Hold	275	–	–	﹤0.01%	503
2025 Q2	$11.5K	Hold	275	–	–	﹤0.01%	494
2025 Q1	$11.9K	Hold	275	–	–	﹤0.01%	478
2024 Q4	$11.1K	Hold	275	–	–	﹤0.01%	494
2024 Q3	$11.5K	Hold	275	–	–	﹤0.01%	459
2024 Q2	$10.4K	Hold	275	–	–	﹤0.01%	459
2024 Q1	$10.6K	Hold	275	–	–	﹤0.01%	454
2023 Q4	$9.87K	Hold	275	–	–	﹤0.01%	469
2023 Q3	$9.2K	Hold	275	–	–	﹤0.01%	457
2023 Q2	$9.35K	Hold	275	–	–	﹤0.01%	456
2023 Q1	$9.76K	Hold	275	–	–	﹤0.01%	443
2022 Q4	$10.1K	Hold	275	–	–	0.01%	442
2022 Q3	$8.84K	Hold	275	–	–	0.01%	449
2022 Q2	$9.69K	Hold	275	–	–	0.01%	444
2022 Q1	$10.3K	Hold	275	–	–	﹤0.01%	456
2021 Q4	$9.78K	Hold	275	–	–	﹤0.01%	445
2021 Q3	$9.01K	Hold	275	–	–	﹤0.01%	451
2021 Q2	$9.13K	Buy	+275	New	+$9.34K	﹤0.01%	471