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Genesis Private Wealth’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Genesis Private Wealth’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.5M Buy
107,504
+2,537
+2% +$106K 2.12% 18
2025
Q1 		$4.56M Buy
104,967
+4,149
+4% +$180K 2.42% 15
2024
Q4 		$4.06M Buy
+100,818
New +$4.06M 2.24% 14