FFWA
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FRG Family Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

FRG Family Wealth Advisors’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-61
Closed -$2.27K – 219
2024
Q1 		$2.27K Buy
+61
New +$2.27K ﹤0.01% 318