Summit 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	$2.82M	Buy	67,280 +41,807	+164%	+$1.75M	0.06%	242
2025 Q1	$1.11M	Buy	25,473 +3,628	+17%	+$158K	0.03%	356
2024 Q4	$886K	Buy	21,845 +1,587	+8%	+$64.4K	0.03%	338
2024 Q3	$850K	Buy	20,258 +6,971	+52%	+$292K	0.03%	289
2024 Q2	$504K	Buy	+13,287	New	+$504K	0.02%	323