ORG 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	$2.31M	Buy	54,142 +5,134	+10%	+$219K	0.49%	42
2025 Q1	$2.12M	Sell	49,008 -5	-0%	-$216	0.52%	39
2024 Q4	$1.97M	Buy	49,013 +37,980	+344%	+$1.53M	0.27%	65
2024 Q3	$463K	Buy	+11,033	New	+$463K	0.07%	176