LWM Advisory Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

LWM Advisory Services’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.23M	Sell
2025 Q1	$2.39M	Buy
2023 Q3	–	Sell
2023 Q2	$774K	Buy
2023 Q1	$739K	Sell
2022 Q4	$4.97M	Buy