Semus Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Semus Wealth Partners’s Portfolio FDL Stock Details FDL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$324K	Buy
2025 Q2	$307K	Buy
2025 Q1	$302K	Buy
2024 Q4	$232K	Buy
2024 Q3	$239K	Sell
2024 Q2	$227K	Sell
2024 Q1	$236K	Sell
2023 Q4	$237K	Buy
2023 Q3	$219K	Buy