PWA
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Provenance Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Provenance Wealth Advisors’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$60.8K Hold
1,452
– – 0.01% 197
2025
Q1 		$63.1K Hold
1,452
– – 0.01% 210
2024
Q4 		$58.5K Hold
1,452
– – 0.01% 217
2024
Q3 		$60.9K Buy
+1,452
New +$60.9K 0.01% 224