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Maia Wealth’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Maia Wealth’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.94M Buy
46,337
+16,562
+56% +$693K 0.37% 74
2025
Q1 		$1.19M Buy
29,775
+6,677
+29% +$267K 0.27% 95
2024
Q4 		$970K Buy
23,098
+6,450
+39% +$271K 0.21% 104
2024
Q3 		$701K Buy
+16,648
New +$701K 0.17% 119