Fulcrum Equity Management’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
2023 Q1	–	Sell	-75,294	Closed	-$2.75M	–	93
2022 Q4	$2.75M	Sell	75,294 -7,085	-9%	-$259K	2.26%	14
2022 Q3	$2.65M	Sell	82,379 -3,782	-4%	-$122K	2.24%	13
2022 Q2	$3.04M	Sell	86,161 -72,354	-46%	-$2.55M	2.45%	6
2022 Q1	$5.94M	Buy	+158,515	New	+$5.94M	3.52%	4