&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	$11M	Buy	261,823 +75,925	+41%	+$3.18M	0.08%	225
2025 Q1	$7.95M	Buy	185,898 +8,845	+5%	+$378K	0.08%	222
2024 Q4	$7.18M	Buy	177,053 +65,581	+59%	+$2.66M	0.09%	226
2024 Q3	$4.68M	Buy	+111,472	New	+$4.68M	0.09%	214