Sweet Financial Partners’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
2024 Q3	$223K	Hold	5,319	–	–	0.05%	183
2024 Q2	$202K	Hold	5,319	–	–	0.05%	185
2024 Q1	$205K	Buy	+5,319	New	+$205K	0.05%	188
2022 Q2	–	Sell	-5,478	Closed	-$205K	–	175
2022 Q1	$205K	Buy	+5,478	New	+$205K	0.05%	163