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

Firethorn Wealth Partners’s Portfolio FDL Stock Details FDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,332
Closed -$226K – 122
2023
Q1 		$226K Buy
6,332
+806
+15% +$28.7K 0.18% 101
2022
Q4 		$202K Buy
+5,526
New +$202K 0.17% 120