SageOak Financial’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	$224K	Sell	5,344 -5,151	-49%	-$216K	0.18%	31
2025 Q1	$456K	Sell	10,495 -12,921	-55%	-$561K	0.4%	23
2024 Q4	$943K	Buy	+23,416	New	+$943K	0.86%	20