Merkkuri Wealth Advisors’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	$479K	Sell	11,432 -684	-6%	-$28.6K	0.36%	54
2025 Q1	$526K	Hold	12,116	–	–	0.45%	53
2024 Q4	$488K	Sell	12,116 -2,385	-16%	-$96K	0.39%	57
2024 Q3	$608K	Buy	14,501 +79	+0.5%	+$3.31K	0.48%	48
2024 Q2	$547K	Buy	+14,422	New	+$547K	0.5%	49