Gradient Investments’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
2024 Q1	–	Sell	-232	Closed	-$8.32K	–	1426
2023 Q4	$8.32K	Hold	232	–	–	﹤0.01%	877
2023 Q3	$7.76K	Hold	232	–	–	﹤0.01%	855
2023 Q2	$7.89K	Hold	232	–	–	﹤0.01%	856
2023 Q1	$8.24K	Hold	232	–	–	﹤0.01%	849
2022 Q4	$8.48K	Hold	232	–	–	﹤0.01%	839
2022 Q3	$7K	Hold	232	–	–	﹤0.01%	874
2022 Q2	$8K	Hold	232	–	–	﹤0.01%	819
2022 Q1	$9K	Hold	232	–	–	﹤0.01%	793
2021 Q4	$8K	Hold	232	–	–	﹤0.01%	841
2021 Q3	$8K	Hold	232	–	–	﹤0.01%	807
2021 Q2	$8K	Hold	232	–	–	﹤0.01%	800
2021 Q1	$8K	Hold	232	–	–	﹤0.01%	801
2020 Q4	$6K	Hold	232	–	–	﹤0.01%	779
2020 Q3	$6K	Hold	232	–	–	﹤0.01%	786
2020 Q2	$6K	Hold	232	–	–	﹤0.01%	710
2020 Q1	$5K	Hold	232	–	–	﹤0.01%	773
2019 Q4	$8K	Hold	232	–	–	﹤0.01%	743
2019 Q3	$7K	Hold	232	–	–	﹤0.01%	737
2019 Q2	$7K	Hold	232	–	–	﹤0.01%	720
2019 Q1	$7K	Hold	232	–	–	﹤0.01%	603
2018 Q4	$6K	Hold	232	–	–	﹤0.01%	672
2018 Q3	$7K	Sell	232 -212	-48%	-$6.24K	﹤0.01%	679
2018 Q2	$13K	Hold	444	–	–	﹤0.01%	560
2018 Q1	$13K	Sell	444 -450	-50%	-$13.2K	﹤0.01%	573
2017 Q4	$27K	Buy	+894	New	+$26.3K	﹤0.01%	424
2017 Q3	–	Sell	-594	Closed	-$17K	–	387
2017 Q2	$17K	Buy	594 +150	+34%	+$4.28K	﹤0.01%	409
2017 Q1	$13K	Buy	+444	New	+$12.7K	﹤0.01%	471
2016 Q2	–	Sell	-1,021	Closed	-$26K	–	736
2016 Q1	$26K	Buy	+1,021	New	+$24.8K	﹤0.01%	321
2015 Q2	–	Sell	-579	Closed	-$13K	–	650
2015 Q1	$13K	Buy	579 +395	+215%	+$9.45K	﹤0.01%	366
2014 Q4	$4K	Buy	+184	New	+$4.39K	﹤0.01%	427
2014 Q3	–	Sell	-2,671	Closed	-$64K	–	499
2014 Q2	$64K	Buy	+2,671	New	+$61.9K	0.01%	199