RFG - Bristol Wealth Advisors’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	$2.4M	Buy	57,277 +24,058	+72%	+$1.01M	0.74%	33
2025 Q1	$1.44M	Buy	33,219 +226	+0.7%	+$9.82K	0.48%	43
2024 Q4	$1.33M	Buy	+32,993	New	+$1.33M	0.44%	52