Holistic Planning’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Holistic Planning’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$340K	Hold
2025 Q2	$328K	Sell
2025 Q1	$346K	Hold
2024 Q4	$321K	Sell
2024 Q3	$358K	Sell
2024 Q2	$430K	Hold
2024 Q1	$430K	Sell
2023 Q4	$403K	Buy