Kovitz Investment Group Partners’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	$445K	Sell	10,618 -3,372	-24%	-$141K	﹤0.01%	1013
2025 Q1	$608K	Sell	13,990 -240	-2%	-$10.4K	﹤0.01%	857
2024 Q4	$573K	Buy	14,230 +724	+5%	+$29.1K	﹤0.01%	851
2024 Q3	$33.1K	Buy	+13,506	New	+$33.1K	﹤0.01%	1011