Triad Wealth 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
2025 Q2	$642K	Sell	15,331 -676	-4%	-$28.3K	0.13%	122
2025 Q1	$695K	Buy	16,007 +1,512	+10%	+$65.7K	0.22%	79
2024 Q4	$584K	Buy	+14,495	New	+$584K	0.21%	77
2024 Q3	–	Sell	-6,194	Closed	-$235K	–	330
2024 Q2	$235K	Buy	+6,194	New	+$235K	0.12%	81