Southern Wealth Management’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
2023 Q1	$211K	Hold	5,950	–	–	0.08%	59
2022 Q4	$218K	Hold	5,950	–	–	0.09%	58
2022 Q3	$215K	Buy	+5,950	New	+$215K	0.09%	57