Monument Group Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Monument Group Wealth Advisors’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$433K	Hold
2025 Q1	$450K	Hold
2024 Q4	$417K	Hold
2024 Q3	$434K	Hold
2024 Q2	$393K	Hold
2024 Q1	$398K	Hold
2023 Q4	$371K	Buy