OneAscent Financial Services’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

OneAscent Financial Services’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
2024 Q1	–	Sell
2023 Q4	$438K	Buy
2023 Q3	$357K	Buy
2022 Q4	–	Sell
2022 Q3	$2.75M	Buy
2022 Q2	$892K	Buy