Modern Wealth 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	$1.14M	Buy	27,128 +145	+0.5%	+$6.07K	0.03%	342
2025 Q1	$1.17M	Buy	26,983 +1,916	+8%	+$83.2K	0.04%	284
2024 Q4	$1.01M	Buy	+25,067	New	+$1.01M	0.04%	255