Triad Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Triad Wealth Partners’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$911K	Buy
2025 Q2	$642K	Sell
2025 Q1	$695K	Buy
2024 Q4	$584K	Buy
2024 Q3	–	Sell
2024 Q2	$235K	Buy