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Founders Grove Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Founders Grove Wealth Partners’s Portfolio FDL Stock Details FDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.2M Sell
76,434
-903
-1% -$37.8K 0.8% 31
2025
Q1 		$3.36M Sell
77,337
-674
-0.9% -$29.3K 0.94% 30
2024
Q4 		$3.14M Buy
+78,011
New +$3.14M 0.91% 31