Park Square Financial Group’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	$2.75M	Sell	65,734 -15,945	-20%	-$668K	1.99%	10
2025 Q1	$3.55M	Sell	81,679 -31,939	-28%	-$1.39M	2.82%	7
2024 Q4	$4.57M	Buy	+113,618	New	+$4.57M	3.16%	7