Lloyd Advisory Services’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	–	Sell	-42,157	Closed	-$1.83M	–	106
2025 Q1	$1.83M	Buy	+42,157	New	+$1.83M	0.92%	21
2024 Q2	–	Sell	-274,632	Closed	-$10.6M	–	127
2024 Q1	$10.6M	Buy	+274,632	New	+$10.6M	2.25%	8