Sound View Wealth Advisors Group’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	$970K	Buy	19,092 +326	+2%	+$15.9K	0.07%	191
2025 Q4	$832K	Sell	18,766 -887	-5%	-$38.6K	0.06%	210
2025 Q3	$853K	Buy	19,653 +9	+0%	+$390	0.06%	210
2025 Q2	$822K	Buy	19,644 +144	+0.7%	+$5.95K	0.06%	209
2025 Q1	$847K	Sell	19,500 -1,279	-6%	-$54.1K	0.07%	193
2024 Q4	$837K	Sell	20,779 -327	-2%	-$13.7K	0.07%	202
2024 Q3	$885K	Buy	21,106 +2,497	+13%	+$101K	0.07%	193
2024 Q2	$706K	Buy	18,609 +1,131	+6%	+$42.9K	0.07%	198
2024 Q1	$673K	Sell	17,478 -1,358	-7%	-$49.7K	0.07%	208
2023 Q4	$676K	Buy	18,836 +1,460	+8%	+$49.5K	0.07%	203
2023 Q3	$581K	Buy	17,376 +396	+2%	+$13.7K	0.07%	202
2023 Q2	$577K	Buy	16,980 +179	+1%	+$6.2K	0.08%	202
2023 Q1	$596K	Sell	16,801 -2,035	-11%	-$74.4K	0.08%	196
2022 Q4	$676K	Buy	+18,836	New	+$679K	0.07%	203
2022 Q3	–	Sell	-5,972	Closed	-$210K	–	274
2022 Q2	$210K	Sell	5,972 -1,163	-16%	-$43.5K	0.04%	264
2022 Q1	$267K	Buy	7,135 +219	+3%	+$7.98K	0.05%	252
2021 Q4	$246K	Buy	6,916 +23	+0.3%	+$784	0.05%	264
2021 Q3	$226K	Sell	6,893 -14	-0.2%	-$469	0.05%	270
2021 Q2	$229K	Buy	+6,907	New	+$235K	0.05%	263