Principle Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$369K	Hold	7,260	–	–	0.02%	289
2025 Q4	$322K	Hold	7,260	–	–	0.02%	301
2025 Q3	$315K	Hold	7,260	–	–	0.02%	302
2025 Q2	$304K	Hold	7,260	–	–	0.02%	301
2025 Q1	$315K	Hold	7,260	–	–	0.02%	282
2024 Q4	$292K	Hold	7,260	–	–	0.02%	290
2024 Q3	$305K	Sell	7,260 -22	-0.3%	-$888	0.02%	280
2024 Q2	$276K	Buy	7,282 +22	+0.3%	+$835	0.02%	288
2024 Q1	$279K	Hold	7,260	–	–	0.02%	293
2023 Q4	$260K	Hold	7,260	–	–	0.02%	290
2023 Q3	$243K	Hold	7,260	–	–	0.02%	288
2023 Q2	$247K	Hold	7,260	–	–	0.02%	290
2023 Q1	$258K	Hold	7,260	–	–	0.03%	276
2022 Q4	$265K	Buy	+7,260	New	+$262K	0.03%	271