Sweet Financial Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Sweet Financial Partners’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
2024 Q3	$223K	Hold
2024 Q2	$202K	Hold
2024 Q1	$205K	Buy
2022 Q2	–	Sell
2022 Q1	$205K	Buy