Morey & Quinn Wealth Partners’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	$560K	Sell	13,365 -885	-6%	-$37.1K	0.45%	54
2025 Q1	$619K	Buy	14,250 +887	+7%	+$38.5K	0.51%	43
2024 Q4	$538K	Buy	+13,363	New	+$538K	0.46%	53