Marshall Investment 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	–	Sell	-57,743	Closed	-$2.51M	–	83
2025 Q1	$2.51M	Buy	57,743 +22,764	+65%	+$989K	1.56%	25
2024 Q4	$1.47M	Buy	+34,979	New	+$1.47M	0.86%	36