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

Lineweaver Wealth Advisors’s Portfolio FDL Stock Details FDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,028
Closed -$293K – 130
2022
Q4 		$293K Sell
8,028
-2,706
-25% -$98.9K 0.09% 107
2022
Q3 		$344K Sell
10,734
-180
-2% -$5.77K 0.11% 98
2022
Q2 		$384K Buy
+10,914
New +$384K 0.13% 92