Mark Sheptoff Financial Planning’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	$14.7K	Hold	350	–	–	0.01%	302
2025 Q1	$15.2K	Hold	350	–	–	0.01%	273
2024 Q4	$14.1K	Hold	350	–	–	0.01%	288
2024 Q3	$14.7K	Hold	350	–	–	0.01%	274
2024 Q2	$13.3K	Hold	350	–	–	0.01%	287
2024 Q1	$13.5K	Hold	350	–	–	0.01%	270
2023 Q4	$12.6K	Hold	350	–	–	0.01%	269
2023 Q3	$11.7K	Hold	350	–	–	0.01%	258
2023 Q2	$11.9K	Hold	350	–	–	0.01%	265
2023 Q1	$12.4K	Hold	350	–	–	0.01%	252
2022 Q4	$12.8K	Hold	350	–	–	0.01%	249
2022 Q3	$11K	Hold	350	–	–	0.01%	247
2022 Q2	$12K	Hold	350	–	–	0.01%	248
2022 Q1	$13K	Hold	350	–	–	0.01%	276
2021 Q4	$12K	Hold	350	–	–	0.01%	301
2021 Q3	$11K	Hold	350	–	–	0.01%	294
2021 Q2	$12K	Hold	350	–	–	0.01%	313
2021 Q1	$11K	Sell	350 -300	-46%	-$9.43K	0.01%	282
2020 Q4	$19K	Hold	650	–	–	0.01%	223
2020 Q3	$17K	Hold	650	–	–	0.01%	197
2020 Q2	$16K	Sell	650 -650	-50%	-$16K	0.01%	214
2020 Q1	$29K	Hold	1,300	–	–	0.02%	164
2019 Q4	$42K	Hold	1,300	–	–	0.03%	163
2019 Q3	$40K	Hold	1,300	–	–	0.03%	160
2019 Q2	$40K	Hold	1,300	–	–	0.03%	171
2019 Q1	$39K	Hold	1,300	–	–	0.03%	164
2018 Q4	$35K	Hold	1,300	–	–	0.03%	153
2018 Q3	$39K	Hold	1,300	–	–	0.03%	188
2018 Q2	$37K	Hold	1,300	–	–	0.03%	183
2018 Q1	$37K	Hold	1,300	–	–	0.03%	183
2017 Q4	$39K	Hold	1,300	–	–	0.03%	186
2017 Q3	$38K	Hold	1,300	–	–	0.03%	192
2017 Q2	$37K	Sell	1,300 -1	-0.1%	-$28	0.03%	192
2017 Q1	$37K	Buy	1,301 +1	+0.1%	+$28	0.03%	192
2016 Q4	$36K	Hold	1,300	–	–	0.03%	195
2016 Q3	$35K	Hold	1,300	–	–	0.03%	189
2016 Q2	$35K	Hold	1,300	–	–	0.03%	178
2016 Q1	$33K	Hold	1,300	–	–	0.03%	175
2015 Q4	$31K	Buy	+1,300	New	+$31K	0.03%	194