Forge Financial Services’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	$2.84M	Sell	67,030 -2,507	-4%	-$106K	2.13%	13
2025 Q1	$3.02M	Sell	69,537 -3,243	-4%	-$141K	2.67%	13
2024 Q4	$3.04M	Buy	+72,780	New	+$3.04M	2.56%	13