Kingswood Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.13M	Buy	26,912 +5,435	+25%	+$228K	0.09%	241
2025 Q1	$933K	Buy	21,477 +10,106	+89%	+$439K	0.09%	263
2024 Q4	$458K	Buy	+11,371	New	+$458K	0.03%	466