MAI Capital Management’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	$81.5K	Hold	1,947	–	–	﹤0.01%	1511
2025 Q1	$84.6K	Hold	1,947	–	–	﹤0.01%	1405
2024 Q4	$78.4K	Buy	+1,947	New	+$78.4K	﹤0.01%	1463