Thurston Springer Miller Herd & Titak’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	$268K	Buy	6,399 +1,389	+28%	+$58.2K	0.03%	324
2025 Q1	$218K	Buy	5,010 +915	+22%	+$39.7K	0.04%	315
2024 Q4	$165K	Buy	4,095 +650	+19%	+$26.2K	0.03%	299
2024 Q3	$145K	Sell	3,445 -19	-0.5%	-$797	0.04%	332
2024 Q2	$131K	Buy	+3,464	New	+$131K	0.04%	365