QTR Family Wealth’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	$598K	Sell	14,277 -670	-4%	-$28.1K	0.37%	65
2025 Q1	$649K	Buy	+14,947	New	+$649K	0.49%	49