MWM
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Mascoma Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Mascoma Wealth Management’s Portfolio FDL Stock Details FDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$28.9K Hold
691
– – 0.01% 236
2025
Q1 		$30K Hold
691
– – 0.01% 231
2024
Q4 		$27.8K Buy
+691
New +$27.8K 0.01% 249