Gateway Wealth Partners’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	$9.46M	Buy	186,152 +99,006	+114%	+$4.84M	0.37%	74
2025 Q4	$3.86M	Buy	87,146 +2,061	+2%	+$89.8K	0.43%	66
2025 Q3	$3.69M	Buy	85,085 +18,349	+27%	+$795K	0.5%	57
2025 Q2	$2.79M	Buy	66,736 +20,976	+46%	+$866K	0.53%	54
2025 Q1	$1.99M	Buy	45,760 +6,707	+17%	+$283K	0.45%	65
2024 Q4	$1.57M	Buy	39,053 +2,771	+8%	+$116K	0.41%	65
2024 Q3	$1.52M	Buy	36,282 +3,164	+10%	+$128K	0.42%	60
2024 Q2	$1.26M	Sell	33,118 -11,233	-25%	-$426K	0.38%	69
2024 Q1	$1.71M	Sell	44,351 -2,154	-5%	-$78.9K	0.61%	41
2023 Q4	$1.67M	Buy	46,505 +9,676	+26%	+$328K	0.67%	37
2023 Q3	$1.23M	Buy	36,829 +7,795	+27%	+$270K	0.22%	74
2023 Q2	$987K	Buy	29,034 +1,556	+6%	+$53.9K	0.18%	83
2023 Q1	$975K	Buy	27,478 +875	+3%	+$32K	0.15%	77
2022 Q4	$973K	Buy	+26,603	New	+$959K	0.17%	69