Stonebridge Financial Planning Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Stonebridge Financial Planning Group’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
2026 Q1	$207K	Buy
2022 Q1	–	Sell
2021 Q4	$36K	Hold
2021 Q3	$34K	Hold
2021 Q2	$33K	Hold
2021 Q1	$33K	Sell
2020 Q4	$43K	Sell
2020 Q3	$84K	Sell
2020 Q2	$137K	Sell
2020 Q1	$147K	Sell
2019 Q4	$211K	Buy