FSB Premier Wealth Management’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	$1.84M	Buy	36,257 +2,499	+7%	+$122K	0.58%	53
2025 Q4	$1.5M	Buy	33,758 +223	+0.7%	+$9.71K	0.47%	58
2025 Q3	$1.46M	Buy	33,535 +823	+3%	+$35.7K	0.48%	57
2025 Q2	$1.37M	Buy	32,712 +24	+0.1%	+$991	0.49%	58
2025 Q1	$1.42M	Buy	32,688 +588	+2%	+$24.8K	0.55%	51
2024 Q4	$1.29M	Buy	32,100 +1,776	+6%	+$74.5K	0.52%	48
2024 Q3	$1.27M	Sell	30,324 -1,046	-3%	-$42.2K	0.52%	48
2024 Q2	$1.19M	Sell	31,370 -2,529	-7%	-$95.9K	0.54%	45
2024 Q1	$1.3M	Buy	33,899 +644	+2%	+$23.6K	0.61%	36
2023 Q4	$1.19M	Buy	33,255 +2,611	+9%	+$88.5K	0.6%	35
2023 Q3	$1.02M	Buy	30,644 +9	+0%	+$312	0.57%	37
2023 Q2	$1.04M	Buy	30,635 +774	+3%	+$26.8K	0.57%	40
2023 Q1	$1.06M	Buy	29,861 +2,110	+8%	+$77.2K	0.59%	39
2022 Q4	$1.01M	Buy	27,751 +20,802	+299%	+$750K	0.56%	43
2022 Q3	$223K	Buy	+6,949	New	+$248K	0.13%	126
2022 Q1	–	Sell	-1,050	Closed	-$37K	–	278
2021 Q4	$37K	Buy	+1,050	New	+$35.8K	0.02%	268