PCG

Prosperity Consulting Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.22M	Buy	124,626 +12,301	+11%	+$515K	0.38%	61
2025 Q1	$4.88M	Buy	112,325 +9,653	+9%	+$419K	0.38%	62
2024 Q4	$4.13M	Buy	102,672 +15,653	+18%	+$630K	0.31%	76
2024 Q3	$3.65M	Buy	+87,019	New	+$3.65M	0.28%	82