Pinnacle Family Advisors’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	$286K	Sell	6,829 -14,287	-68%	-$598K	0.14%	100
2025 Q1	$917K	Sell	21,116 -1,270	-6%	-$55.2K	0.5%	45
2024 Q4	$901K	Buy	22,386 +12,260	+121%	+$494K	0.44%	47
2024 Q3	$425K	Sell	10,126 -12,729	-56%	-$534K	0.22%	83
2024 Q2	$867K	Buy	+22,855	New	+$867K	0.48%	40