TWM
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Topsail Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Topsail Wealth Management’s Portfolio FDL Stock Details FDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$418K Sell
9,985
-280
-3% -$11.7K 0.08% 85
2025
Q1 		$446K Hold
10,265
– – 0.09% 71
2024
Q4 		$413K Buy
+10,265
New +$413K 0.09% 64