Raleigh Capital Management’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	$50.3K	Sell	989 -48	-5%	-$2.35K	0.02%	279
2025 Q4	$46K	Sell	1,037 -196	-16%	-$8.54K	0.02%	288
2025 Q3	$53.5K	Buy	1,233 +11	+0.9%	+$477	0.02%	265
2025 Q2	$51.2K	Buy	1,222 +11	+0.9%	+$454	0.02%	271
2025 Q1	$52.6K	Buy	1,211 +9	+0.7%	+$380	0.02%	270
2024 Q4	$48.4K	Buy	1,202 +12	+1%	+$504	0.02%	326
2024 Q3	$49.9K	Sell	1,190 -9	-0.8%	-$363	0.02%	317
2024 Q2	$45.5K	Buy	1,199 +13	+1%	+$493	0.02%	311
2024 Q1	$45.7K	Sell	1,186 -1,953	-62%	-$71.5K	0.02%	309
2023 Q4	$113K	Sell	3,139 -54	-2%	-$1.83K	0.05%	220
2023 Q3	$107K	Buy	3,193 +32	+1%	+$1.11K	0.05%	205
2023 Q2	$107K	Sell	3,161 -366	-10%	-$12.7K	0.05%	207
2023 Q1	$125K	Buy	3,527 +634	+22%	+$23.2K	0.06%	209
2022 Q4	$106K	Sell	2,893 -13	-0.4%	-$469	0.06%	210
2022 Q3	$93K	Buy	2,906 +268	+10%	+$9.57K	0.05%	213
2022 Q2	$93K	Buy	2,638 +452	+21%	+$16.9K	0.05%	225
2022 Q1	$82K	Buy	+2,186	New	+$79.7K	0.04%	230