Horst & Graben Wealth Management’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
2025
Q3
$202K Sell
2025
Q2
$233K Buy
2025
Q1
$240K Buy
2024
Q4
$221K Buy
2024
Q3
$228K Buy
2024
Q2
$205K Buy
2024
Q1
$207K Buy
2023
Q3
Sell
2023
Q2
$253K Buy
2023
Q1
$225K Buy